Unclaimed Profile

Owen Lynn Fesperman

CAMARDA FINANCIAL ADVISORS , LLC·FLEMING ISLAND, Florida

SIE, Series 7, Series 6622 years registeredCAMARDA FINANCIAL ADVISORS , LLC

4371 US HIGHWAY 17 SOUTH, FLEMING ISLAND, FL 32003CRD# 4655979Firm CRD# 113784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Owen Lynn Fesperman · FLEMING ISLAND, FL

Registration

CRD #4655979 · CAMARDA FINANCIAL ADVISORS , LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAMARDA FINANCIAL ADVISORS , LLC

CAMARDA WEALTH ADVISORY GROUP

Mar 2017 – Dec 2017

FLEMING ISLAND, FL

DELLA PORTA FINANCIAL ADVISORS

May 2015 – Jun 2017

JACKSONVILLE, FL

PRUDENTIAL FINANCIAL PLANNING SERVICES

Sep 2003 – Mar 2005

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 11, 2003

Years registered · 22

Disclosure History

1995Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CAMARDA FINANCIAL ADVISORS , LLC

CRD 113784 · SEC 801-61028

AUM

$331M

Regulatory assets under management

Employees

1,207 client accounts

Services offered by CAMARDA FINANCIAL ADVISORS , LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMARDA FINANCIAL ADVISORS , LLC →

Introduction

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Frequently Asked Questions

What services does Owen Lynn Fesperman offer?

Owen Lynn Fesperman specializes in Financial Planning, Investment Management, Wealth Management.

What are Owen Lynn Fesperman's credentials?

Owen Lynn Fesperman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Owen Lynn Fesperman located?

Owen Lynn Fesperman is based in FLEMING ISLAND, Florida, last registered with CAMARDA FINANCIAL ADVISORS , LLC.

How does Owen Lynn Fesperman charge for services?

Owen Lynn Fesperman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMARDA FINANCIAL ADVISORS , LLC?

CAMARDA FINANCIAL ADVISORS , LLC has approximately 17 employees and manages $331M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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