Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Camp is an investment advisor representative with Custos Family Office LLC. Michele has been in the industry since February 2015. Michele is registered in Texas. Prior to joining Custos Family Office LLC, Michele was employed by J.P. MORGAN SECURITIES LLC and JPMORGAN CHASE BANK NA. Michele holds a Series 63, Series 7, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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.
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TX
06/29/2022 - Present
Custos Family Office LLC (AUSTIN TX)
TX
02/04/2015 - 05/15/2022
J.P. MORGAN SECURITIES LLC (San Antonio TX)
BC
Issued 02/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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