CT
CT

Camille Elizabeth Toschi

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

Loading...

Location

400 West Metro Park, Rochester, NY, 14623

Get directions

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.

Learn about disclosures →
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 2 mos
Lifemark Securities CORP.Broker
December 2021 - Present · 4 yrs 2 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 Registrations4 states
AZCOIAPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Camille Elizabeth Toschi - Financial Advisor | TrueAdvisor