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Karina Chang Camacho

Advisor at Ameritas Advisory Services, LLC

Updated today

Location

Kalama, WA

Credentials

Series 66

Industry experience

15 years

About

Karina Chang Camacho is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has been involved with Canvas Financial and Boom Planning for over eight and fifteen years, respectively. Outside of her advisory roles, she manages portfolio analysis, trading, compliance, and training activities at Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Client services

Based on Ameritas Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Ameritas Advisory Services, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management

Occupation focus

Based on Ameritas Advisory Services, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery

Percentage

$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program

Commissions

Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC

Project-based

Hourly financial planning fees up to $500/hour

Other

Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis

Location

Kalama, WA

Most active in

California · Texas · Washington

Work history

Ameritas Advisory Services, LLC

2021 - Present (5 years)

Canvas Financial

2018 - Present (8 years)

20/20 Capital Management, Inc.

2015 - 2018 (3 years)

20/20 Financial Advisers, San Francisco, Llc

2014 - 2018 (4 years)

Boom Planning

2011 - Present (15 years)

Ameritas Investment Corp

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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