Camelback Wealth Strategies
  • Home
  • Meet The Team
  • How Can We Help?
  • ACCOUNT VIEW
  • Blogs
  • MENU
    • MEET THE TEAM
      • Meet The Team
      • How Can We Help?
      • LPL Financial
    • RESOURCES
      • Blogs
      • Research
      • Videos
      • Glossary
      • Tax Calendar
      • Useful Links
    • ACCESS YOUR ACCOUNT
      • ACCOUNT VIEW
      • Guided Wealth Portfolios
    • Contact
Select Page

We are very excited to announce that we are now able to respond to texts messages to our office number

“Dear Clients, Many of you have expressed in being able to communicate with us via text Due to a new initiative by LPL, we are very excited to announce that we are now able to respond to texts messages to our office number. If you are interested in this feature,...

Categories

  • Blog
  • Client Resources
  • Estate Planning
  • FINRA Resources For Investors
  • From the desk of the CWS Team
  • Government Benefits
  • Insurance Planning
  • Macro Market Movers
  • Market Commentary
  • Outlook
  • Personal Finance
  • Research
  • Retirement Plans
  • Small Business
  • Technical perspectives
  • Trusted Economic Perspectives
  • Uncategorized
  • Weekly Market Commentary
  • Women Investors

Check the background of your financial professional on FINRA’s BrokerCheck

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

View LPL Financial Form CRS

The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, California, Colorado, Florida, Idaho, Illinois, Michigan, North Carolina, South Carolina, Texas, and Utah.

Contact

Office: 602-712-1442

Kevin.Beamon@LPL.com

Fax: 602-712-1445

5340 East Woodridge Drive

Scottsdale, AZ 85254

FINRA series, 7, 63 & 65 held with LPL Financial, Life, Health, Disability, and Long Term Care insurance licenses held in Arizona

Copyright 2024. Camelback Wealth Strategies.