Camden Financial Services

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Keller, Texas
CRD number
19925
Registered since
March 13, 1987

Firm profile

FINTRX

Overview

Camden Financial Services is registered with the SEC and organized as a corporation; the registration date on file is 1987. Ownership is listed as individual, which indicates private control rather than institutional ownership. FINTRX classifies the firm as an investment bank rather than as a traditional asset-gathering registered investment adviser. The firm is not identified as a capital allocator and is not labeled an active ESG investor. FINTRX also indicates Camden Financial Services is not registered as a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. The dataset does not include a breakdown of the firm’s advisory activities or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Alexander Cappello

    Alexander Cappello

    Chairman and Chief Executive OfficerCRD 1544284

Contacts

3 of 7
  • Louie Ucciferri

    Louie Ucciferri

    FinOpCRD 1156956

  • David Losito

    David Losito

    Managing DirectorCRD 1404127

  • Gerard Cappello

    Gerard Cappello

    Managing DirectorCRD 1766527

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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