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William Barker

CAMELOT CAPITAL PARTNERS LLC·LAGUNA BEACH, California
Clean recordCAMELOT CAPITAL PARTNERS LLC
312 BROADWAY STREET, LAGUNA BEACH, CA 92651CRD# 6575390Firm CRD# 281843

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Barker · LAGUNA BEACH, CA
Registration
CRD #6575390 · CAMELOT CAPITAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Barker is a registered financial advisor based in LAGUNA BEACH, California, affiliated with CAMELOT CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CAMELOT CAPITAL PARTNERS LLC
CAMELOT CAPITAL PARTNERS LLC
AUM
$846M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CAMELOT CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6575390
Firm CRD# 281843
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Barker offer?
William Barker specializes in Retirement Planning. Contact their office in LAGUNA BEACH, California for a consultation.
What are William Barker's credentials?
William Barker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Barker located?
William Barker is based in LAGUNA BEACH, California, working with CAMELOT CAPITAL PARTNERS LLC. Their office serves clients in the LAGUNA BEACH metropolitan area and surrounding communities.
How does William Barker charge for services?
William Barker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMELOT CAPITAL PARTNERS LLC?
CAMELOT CAPITAL PARTNERS LLC has approximately 3 employees and manages $846M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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