AdvisorOS Directory
Claim Profile
Unclaimed Profile
AP

Adam David Peterson

CAMARGO ADVISERS, LLC·BEVERLY SHORES, Indiana
Clean recordCAMARGO ADVISERS, LLC
1 EAST US HIGHWAY 12, BEVERLY SHORES, IN 46301CRD# 7668652Firm CRD# 324365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam David Peterson · BEVERLY SHORES, IN
Registration
CRD #7668652 · CAMARGO ADVISERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam David Peterson is a registered financial advisor based in BEVERLY SHORES, Indiana, affiliated with CAMARGO ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CAMARGO ADVISERS, LLC
CAMARGO ADVISERS, LLC
AUM
$15M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CAMARGO ADVISERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: STRUCTURING FEES
Regulatory
SEC/IARD CRD# 7668652
Firm CRD# 324365
View on FINRA BrokerCheck →

Looking for a financial advisor in BEVERLY SHORES?

Browse all registered financial advisors in BEVERLY SHORES, Indiana or claim this profile if it's yours.

Browse BEVERLY SHORES AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Adam David Peterson offer?
Adam David Peterson specializes in Retirement Planning. Contact their office in BEVERLY SHORES, Indiana for a consultation.
What are Adam David Peterson's credentials?
Adam David Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam David Peterson located?
Adam David Peterson is based in BEVERLY SHORES, Indiana, working with CAMARGO ADVISERS, LLC. Their office serves clients in the BEVERLY SHORES metropolitan area and surrounding communities.
How does Adam David Peterson charge for services?
Adam David Peterson's firm is compensated through percentage of aum, other: structuring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMARGO ADVISERS, LLC?
CAMARGO ADVISERS, LLC has approximately 3 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CAMARGO ADVISERS, LLC

Maurice Hryshko
BEVERLY SHORES, IN
Christopher Michael Trifilio
BEVERLY SHORES, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)AUBURN (18)WINONA LAKE (17)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile