Carlos
Perez
Camden Wealth Advisors LLC
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About this Advisor
Carlos Perez is a financial advisor operating in Houston, Texas who has 9 years of industry experience. Perez currently works for Camden Wealth Advisors LLC. During their career, Perez has held roles at Doliver Capital Advisors, L.P, Accesum Consulting, Camden Wealth Advisors and Accesum Global Services. Perez holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Louisiana and Texas. Camden Wealth Advisors LLC is a registered investment business that has its headquarters in Houston, TX. The firm has offices in six locations and a total of six people on staff. It administers $280 million in assets between its 498 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 498 customer accounts, 63% are held by high-net-worth individuals who have greater than $1 million in investable assets. Camden Wealth Advisors LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice largely depend on the type of services offered. However, fees billed by Camden Wealth Advisors LLC can include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Camden Wealth Advisors LLC Brokerage Details
$279,958,178
6
498
$562,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Carlos Perez Work History
Carlos has been registered as a financial advisor for 9 years.*
Camden Wealth Advisors
Accesum Global Services
Accesum Consulting
Doliver Capital Advisors, L.P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carlos Perez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Camden Wealth Advisors LLC
Montgomery, TX
Kingwood, TX
Kingwood, TX
Houston, TX
Houston, TX
Houston, TX
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