Skip to content

Camille Elizabeth Toschi

Investment adviser representative at Lifemark Securities Corp.
5 yearsExperience
2 statesRegistered in
$424.9MFirm assets
18 yearsFirm in business

Are you Camille Elizabeth Toschi? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

5 years in the industry.

  1. Lifemark Securities Corp.Dec 2021 to now
  2. Independent Insurance AgentNov 2021 to now
  3. Original Chopshop Co.Aug 2021 to Dec 2021
  4. UnemployedJun 2021 to Jul 2021
  5. Thrivent FinancialDec 2020 to Jun 2021
  6. Thrivent Investment Management IncNov 2020 to Jun 2021
  7. Thrivent Financial - Levi JohnsonJun 2020 to Dec 2020
  8. Marriott International - Westin Kierland Resort & SpaJan 2019 to Jun 2020
  9. Marriott International - Jw Marriott Desert RidgeMay 2018 to Nov 2018
  10. Full Time Student - Arizona State University, Wp Carey SchoolJan 2018 to May 2018
  11. Mountainside FitnessAug 2017 to Dec 2017
  12. Bohemia Public RelationsMay 2017 to Jul 2017
  13. Original Chopshop CoAug 2016 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Lifemark Securities Corp.

$424.9MAssets managed
1,053Clients
77Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6655526
Firm CRD
16204
Advisor's SEC record (opens in a new tab)
CallContact this firm