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Camille Toschi

Lifemark Securities CORP.
5 Years of Experience
Carefree, AZ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Camille Toschi is a registered investment advisor at Lifemark Securities CORP., based in Carefree, AZ, with 5 years of industry experience. Camille is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,053 clients with $420M in assets under management.

Lifemark Securities CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
80 advisors
Number of Clients
1,053 clients
Average Client Portfolio
$404K average
Assets Under Management
$424.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Representative fees generally range from 0.35% to 0.5% based on asset level, up to a maximum of 2.0%. Total client fees may exceed 2.0% depending on program selection and third-party manager fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

37555 N Hum Rd, STE 103, Carefree, AZ, 85377

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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

Camille uses the DBA Carefree Financial Group PLLC for securities business and is an independent insurance agent. She sells and services life, health, and fixed annuities, dedicating nearly full-time hours to these activities and assisting Levi Johnson.

Employment History
Current Registrations
Lifemark Securities CORP.
December 2021 - Present · 4 yrs 10 mos
Lifemark Securities CORP.Broker
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Thrivent Investment Management INC.
March 2021 - June 2021 · 3 mos
Thrivent Investment Management INC.Broker
January 2021 - June 2021 · 5 mos
State Registrations8 states
AZCOGAIAMNNCPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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