Marisa Camp (CRD# 5469829) is an Investment Advisor Representative working at Matrix Private Capital Group in Phoenix, AZ and has over 11 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matrix Private Capital Group LLC | New York, NY | Dec 2019 - Current | 4 |
| Matrix Private Capital Group LLC | New York, NY | Jul 2019 - Dec 2019 | < 1 |
| Cresset Wealth Advisors, LLC | Chicago, IL | Sep 2017 - Jul 2019 | 1 |
| Cresset Asset Management, Llc (fka Cresset Wealth Advisors, Llc) | Chicago, IL | Sep 2017 - Jul 2019 | 1 |
| Neuberger Berman LLC | Chicago, IL | Dec 2007 - Sep 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- AZ
- IL
-
Total Assets Under Management447MILLIONS
-
Total Number of Accounts839ACCOUNTS
-
Average Account Value$533,056
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, IN, MI, NC, NJ, NY, TX, UT, VA
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