Unclaimed Profile

Alvaro Trullenque

CAMDEN WEALTH ADVISORS LLC·HOUSTON, Texas

Series 7, Series 24, Series 63, Series 6530 years registeredCAMDEN WEALTH ADVISORS LLC

1707 1/2 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 1753281Firm CRD# 148518

Profile Verification

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

Identity

Alvaro Trullenque · HOUSTON, TX

Registration

CRD #1753281 · CAMDEN WEALTH ADVISORS LLC · 30 years registered

Brand Profile

Not yet started

Career History

INSCRIPTION FAMILY OFFICE, LLC

Sep 2019 – present

CAMDEN WEALTH ADVISORS LLC

Mar 2009 – present

INSCRIPTION CAPITAL, LLC

Apr 2019 – Feb 2020

HOUSTON, TX

STANFORD GROUP COMPANY

Jan 1996 – Mar 2009

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 26, 1996

Years registered · 30

Disclosure History

2009Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CAMDEN WEALTH ADVISORS LLC

CRD 148518 · SEC 801-70004

AUM

$323M

Regulatory assets under management

Employees

522 client accounts

Services offered by CAMDEN WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMDEN WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Alvaro Trullenque offer?

Alvaro Trullenque specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Alvaro Trullenque's credentials?

Alvaro Trullenque is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alvaro Trullenque located?

Alvaro Trullenque is based in HOUSTON, Texas, working with CAMDEN WEALTH ADVISORS LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Alvaro Trullenque charge for services?

Alvaro Trullenque's firm is compensated through percentage of aum, subscription fees, other: family office services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMDEN WEALTH ADVISORS LLC?

CAMDEN WEALTH ADVISORS LLC has approximately 5 employees and manages $323M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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