The Camardas are not accused of mistreating clients; however, the CFP Board has filed a lawsuit that is expected to come to trial later this year that will address if the organization can sanction the advisors over their use of the fee-only description. Read the full article from Financial Planning.
Estimated reading time: 0 minutes, 29 seconds
CFP Board Demands Advisors’ Client Lists
The CFP Board is taking legal action to force Fleming Island, Florida, based advisors Jeffrey and Kimberly Camarda to provide client names and addresses as part of an ongoing dispute. At issue is whether the two have improperly claimed to be fee-only advisors. So reports Financial Planning.
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