Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camille? Claim Your ProfileCamille Koppenberg is a financial advisor with LPL Financial LLC, located in Bellingham, WA. Camille has been a registered representative since 2011 and holds Series 7, Series 63 and Series 65 licenses. Camille has experience with a variety of financial institutions including Edward Jones, Charles Schwab & Co., Inc., and Cetera Advisor Networks LLC. Camille has worked for LPL Financial LLC for over 10 years and specializes in providing a variety of financial services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
09/04/2024 - Present
LPL Financial LLC (BELLINGHAM WA)
WA
01/17/2017 - 06/02/2020
CETERA ADVISOR NETWORKS LLC (FERNDALE WA)
WA
07/17/2013 - 01/19/2017
LPL FINANCIAL LLC (FERNDALE WA)
MO
12/21/2012 - 02/08/2013
EDWARD JONES (ST. LOUIS MO)
AZ
11/21/2011 - 10/30/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 04/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Camille Koppenberg is the right advisor for you? Invested Better is here to help.
