Camden Financial Services
Firm details
- Headquarters
- Keller, Texas
- CRD number
- 19925
- Registered since
- March 13, 1987
- Website
- www.camdenfinancialgroup.com
Firm profile
FINTRXOverview
Camden Financial Services is organized as a corporation and is classified in the data set as an investment bank. The firm is privately owned by an individual and the publicly available profile provides very limited detail about its client-facing activities or fee arrangements. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is reported as not being a multi-state adviser, not a pension consultant, and not a related adviser. Beyond those attributes, the firm has not supplied information about its specific advisory, investment, or business activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Alexander Cappello
Chairman and Chief Executive OfficerCRD 1544284
Contacts
3 of 7
Louie Ucciferri
FinOpCRD 1156956

David Losito
Managing DirectorCRD 1404127

Gerard Cappello
Managing DirectorCRD 1766527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Keller, TX
Tarrant
Location
Keller, TX
Headquartered in Keller, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 4913 Bateman Rd
- Time zone
- CT (UTC-6)
- Office locations
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