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Cameron Maxwell Mathis

Mathis Wealth Management

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About Cameron Maxwell Mathis

Cameron Mathis is a financial advisor associated with Mathis Wealth Management, located in Phoenix, Arizona. Cameron has been in the financial services industry for over two years, starting in August of 2021. Cameron is registered with the state of Arizona as an investment advisor representative (IAR) and a registered representative (RR) for the firm. Cameron holds the Series 63, Series 65, Series 7TO and SIE licenses. Cameron's specialties include financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Cameron Mathis is currently registered with Mathis Wealth Management. Mathis Wealth Management is a Phoenix, AZ-based Registered Investment Advisor firm with over $159 million in assets under management. The firm offers a range of financial planning and investment services, including portfolio management for individuals, pension consulting, and educational seminars. Mathis Wealth Management serves a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The firm has a team of four investment adviser representatives and two licensed agents.
Mathis Wealth Management

7210 N 16TH STREET

PHOENIX, AZ 85020

$159.97M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consultations

Financial consultations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Ref'l fees from 3rd party rias; educational seminars & workshops

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Cameron Mathis’s Registration & Firm History

AZ

08/27/2021 - Present

Mathis Wealth Management (PHOENIX AZ)

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Licenses & Designations

BC

Issued 11/16/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/03/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cameron Maxwell Mathis.
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