Camisha Needom, financial advisor Bloomington MN

Camisha Needom

CRD Number: 7074900
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

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.

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Company Name Location Dates Years
Bank Of America, N.a. Wayzata, MN Jun 2020 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata, MN Apr 2020 - Current 3
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
Contact Info for Camisha S. Needom
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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