Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camille? Claim Your ProfileCamille Lea Sutton is a financial advisor with over 25 years of experience in the financial services industry. Camille has been a registered representative with Morgan Stanley since 2009 and has held previous positions with Citigroup Global Markets and The Robinson-Humphrey Company. Camille has expertise in a variety of areas, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Camille is a licensed investment advisor representative in Georgia and Texas and holds Series 6, 7, 63, and 65 securities licenses. Camille is dedicated to providing her clients with the highest level of service and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
05/05/2020 - Present
Morgan Stanley (Augusta GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AUGUSTA GA)
GA
06/29/1999 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NC
05/26/1994 - 07/22/1996
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 01/28/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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