Catherine G Camp
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- UBS Financial Services Inc.Mar 2025 to now
- UBS Wealth Advice CenterOct 2024 to now
- Empire DistributionSep 2023 to Oct 2024
- Red BullNov 2021 to Jun 2023
- Waterbean CoffeeAug 2021 to Sep 2023
- Cds ConciergeMar 2021 to Dec 2021
- N/aNov 2020 to Jun 2021
- Unc Charlotte Transportation and ParkingJan 2020 to Sep 2020
- Unc At CharlotteAug 2019 to May 2023
- Ridgewood Clubhouse and TennisMay 2018 to Aug 2018
- Northern Guilford High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7991820
- Firm CRD
- 8174