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Camille Elizabeth Toschi

Lifemark Securities Corp.

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About Camille Elizabeth Toschi

Camille Toschi is an investment advisor representative with Lifemark Securities Corp., registered in Arizona, Colorado, Iowa, Minnesota, and Pennsylvania. Camille is a registered representative, investment advisor representative, and financial planner. She has experience in the financial services industry since 2020. Camille has worked at Thrivent Investment Management Inc., and has also worked as an independent insurance agent. She has been actively involved in the financial services industry for at least 1 year.

Firm Information

Camille Toschi is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

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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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.

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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Camille Toschi’s Registration & Firm History

AZ

12/09/2021 - Present

Lifemark Securities Corp. (Carefree AZ)

AZ

01/11/2021 - 06/11/2021

THRIVENT INVESTMENT MANAGEMENT INC. (Scottsdale AZ)

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Licenses & Designations

BOTH

Issued 03/05/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Camille Elizabeth Toschi.
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