Camisha Needom (CRD# 7074900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomington, MN and has over 4 years of experience in the finance industry.
CRD# 2968288
Rbc Capital Markets, LLC
CRD# 860173
Stifel, Nicolaus & Company, Incorporated
CRD# 6576637
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Wayzata, MN | Jun 2020 - Current | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata, MN | Apr 2020 - Current | 4 |
Ameriprise Financial Services Inc. | Minneapolis, MN | Feb 2019 - Apr 2020 | 1 |
Metropolitan State University | Denver, CO | Aug 2018 - Dec 2019 | 1 |
Spire Credit Union | Roseville, MN | Jun 2018 - Feb 2019 | < 1 |
Talcott | Roseville, MN | Jun 2018 - Jun 2018 | < 1 |
The Hartford | Woodbury, MN | Oct 2017 - Jun 2018 | < 1 |
Century College | White Bear Lake, MN | Aug 2011 - May 2018 | 6 |
Wells Fargo | Shoreview, MN | Feb 2017 - Oct 2017 | < 1 |
Ally People Solutions | Saint Paul, MN | Mar 2016 - Feb 2017 | < 1 |
Rci | Minneapolis, MN | Aug 2013 - Aug 2016 | 3 |
Star Staffing | Saint Paul, MN | Nov 2015 - Mar 2016 | < 1 |
Walmart | Vadnais Heights, MN | Jun 2015 - Jul 2015 | < 1 |
Bebe | Roseville, MN | Aug 2010 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2019 |
S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- MN
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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