Cameron Maxwell Mathis, CFP

Overview

Cameron Maxwell Mathis is an insurance agent, a registered representative and an investment adviser representative based in Phoenix, AZ, with 5 years in the industry.

Years in the industry

5

States licensed

2

States registered

2

Exams passed

4

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 2 states
• Registered in 2 states

• Producer
• Series 63
• Series 65
• Series 7TO
• SIE

2 lines of authority, with every state and its dates

Firms

• United Planners' Financial Services of America a Limited PartnerCurrent firm
• Mathis Wealth ManagementCurrent firm

Employment history since 2021

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file