Michael Camara, financial advisor The Woodlands TX

Michael Camara

CRD Number: 5232671
Current Firm: Bogart Wealth, LLC

Michael Camara (CRD# 5232671) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 17 years of experience in the finance industry. Michael Camara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bogart Wealth The Woodlands, TX Nov 2020 - Current 3
Cetera Advisor Networks El Segundo, CA Jan 2019 - Nov 2020 1
United Capital Financial Advisers, LLC Newport Beach, CA Nov 2018 - Nov 2020 2
Unemployed Spring, TX Jul 2018 - Nov 2018 < 1
Fidelity Brokerage Services LLC Westlake, TX Apr 2015 - Jun 2018 3
Td Ameritrade Institutional Fort Worth, TX Jan 2015 - Apr 2015 < 1
Unemployed Fort Worth, TX Nov 2014 - Jan 2015 < 1
Unemployed Denver, CO Aug 2014 - Nov 2014 < 1
Fidelity Brokerage Services LLC Covington, KY Jan 2008 - Aug 2014 6
Fidelity Covington, KY Aug 2006 - Aug 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Michael B. Camara
Phone Number: (703) 570-8651
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,619
    MILLIONS
  • Total Number of Accounts
    6,495
    ACCOUNTS
  • Average Account Value
    $403,283
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA

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