Cameron Maxwell Mathis
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
21 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Ausdal Financial Partners, IncSep 2026 to now
- Mathis Wealth ManagementAug 2021 to now
- Larry Mathis Financial Planning LLCAug 2021 to now
- United Planners Financial ServicesSep 2021 to Sep 2026
- Sportsman's WarehouseAug 2018 to May 2021
- Discount TireMay 2018 to Aug 2018
- Northern Arizona UniversityAug 2017 to May 2021
- Northwest Christian SchoolAug 2005 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Mathis Wealth Management
Legal name: Larry Mathis Financial Planning, L.L.C.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7379031
- 172858