Karina Teresa Chang Camacho

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 01/2011 → Present
  Boom Planning
  San Francisco, CA
• 01/2014 → 12/2018
  20/20 Financial Advisers, San Francisco, Llc
  San Francisco, CA
• 11/2015 → 12/2018
  20/20 Capital Management, Inc.
  Costa Mesa, CA
• 08/2018 → Present
  Canvas Financial
  San Francisco, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2018-06-07 → 2019-01-02
  20/20 Capital Management, Inc
  San Francisco, CA
  Costa Mesa, CA

Other Businesses

BOOM PLANNING; SAME AS BRANCH; INV REL; ASSIST FINANCIAL PLANNER WITH CLIENTS-CREATING INVESTMENT PORTFOLIO MODELS, TRADING, EVERYDAY COMPLIANCE AND TRAINING FOR NEW PROCESSES AND TECHNOLOGY; MANAGER-PORTFOLIO ANALYSIS, TRAINING & COMPLIANCE; START DATE=01/2011; HRS/MO=60; TRADING HRS/MO=30; ANALYSIS OF ACCOUNT PORTFOLIOS AND INVESTMENT MODELS, COST BASIS RESEARCH, RESEARCH AND MARKETING, TRADING, TRAINING, BOOKS AND RECORDS FOR AGENCY * Canvas Financial; same as branch; inv rel; parent company-Investment Advisory; Manager-Portfolio Analysis, Training & Compliance; start date=08/2018; hrs/mo=10; trading hrs/mo=1; portfolio analysis, trading, training

Exams

• S66 Uniform Combined State Law Examination
  2011-07-07