Carlos Antonio Perez
Investment adviser representative at Camden Wealth Advisors LLC
17 yearsExperience
1 stateRegistered in
$366.3MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Camden Wealth Advisors LLCJun 2014 to now
- Accesum Global ServicesDec 2010 to now
- Accesum ConsultingApr 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Camden Wealth Advisors LLC
$366.3MAssets managed
160Clients
3Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2224602
- Firm CRD
- 148518