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Marcia Cammack

26 Years of Experience
Austin, TX
BrokerSells Insurance

Marcia Cammack is a registered investment advisor, based in Austin, TX, with 26 years of industry experience.

Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Marcia is a self-employed CPA since 1991, dedicating minimal time to tax preparation. She is also a financial advisor and partner at Meritrust Wealth Management, spending nearly full-time on registered representative activities, insurance, and investment advisory services through Kestra Investment Services and Kestra Advisory Services. Additionally, Marcia works as a notary, dedicating minimal time to this activity.

Employment History
Current Registrations
Kestra Investment Services, LLC
November 2018 - Present · 7 yrs 6 mos
Kestra Advisory Services, LLC
November 2018 - Present · 7 yrs 6 mos
Kestra Investment Services, LLCBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Mwm Advisory
May 2014 - May 2019 · 5 yrs
LPL Financial LLCBroker
February 2005 - November 2018 · 13 yrs 9 mos
LPL Financial LLC
February 2005 - December 2015 · 10 yrs 10 mos
Mony Securities Corporation
December 2003 - January 2005 · 1 yr 1 mo
Mony Securities CorporationBroker
December 2003 - January 2005 · 1 yr 1 mo
Trusted Advisors
October 2002 - December 2003 · 1 yr 2 mos
Trusted Securities Advisors CORP.Broker
October 2002 - December 2003 · 1 yr 2 mos
1st Global Advisors INC
February 2002 - October 2002 · 8 mos
1st Global Capital CORP.Broker
November 1999 - October 2002 · 2 yrs 11 mos
State Registrations28 states
AKALAZCACTDCDEFLGAHIILINKSKYMDMIMTNCNMNYOHPARISCTNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Marcia Cammack - Financial Advisor | TrueAdvisor