David
Camper

Pensionmark Financial Group, LLC

CRD#2942105
Investment Advisor
in Roanoke, VA

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About this Advisor

David Camper is a financial advisor based in Roanoke, Virginia, working with Pensionmark Financial Group, LLC. David has previously held positions at Lpl Financial, LLC, Independent Financial Partners, and Pensionmark Financial Group, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, David is part of Pensionmark Financial Group, LLC, which operates out of Roanoke, Virginia. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

725 Wildwood Road
Roanoke, VA 24014

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$37,759,764,327

VA Average: $7,578,581,321
Total Number of Employees

324

VA Average: 43
Total Number of Accounts

11,973

VA Average: 3,727
Average Account Size

$3,153,743

VA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

David Camper Work History

2015 - Present (9 years)

Pensionmark Financial Group, LLC

2011 - 2015 (4 years)

Lpl Financial, LLC

2011 - 2015 (4 years)

Independent Financial Partners

Disclosures

Please visit the SEC profile of David Camper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pensionmark Financial Group, LLC

Thomas Ming
Bakersfield, CA
Nicholas Russo
Pittsford, NY
Roman Spear
Pensacola, FL
Mia Medina-Bohanan
Denver, CO
Leah Manderson
Alpharetta, GA
Robert Scherzer
Santa Barbara, CA
Andrea Mullins
Saint Petersburg, FL
Clayton Boone
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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