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Brandon Richard Phillips

CAMG SOLAMERE MANAGEMENT, LLC·CHARLOTTE, North Carolina
Series 7, Series 24, Series 63, Series 65Clean record11 years registeredCAMG SOLAMERE MANAGEMENT, LLC
6101 CARNEGIE BOULEVARD, CHARLOTTE, NC 28209CRD# 4258855Firm CRD# 150605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Richard Phillips · CHARLOTTE, NC
Registration
CRD #4258855 · CAMG SOLAMERE MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

MAI CAPITAL MANAGEMENT, LLC
Dec 2021 – present
QUEENS OAK ADVISORS
Mar 2015 – Dec 2021
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · March 24, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMG SOLAMERE MANAGEMENT, LLC
CRD 150605 · SEC 801-70356
AUM
$578M
Regulatory assets under management
Employees
6
451 client accounts
Services offered by CAMG SOLAMERE MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAMG SOLAMERE MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Brandon Richard Phillips offer?
Brandon Richard Phillips specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Brandon Richard Phillips's credentials?
Brandon Richard Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Richard Phillips located?
Brandon Richard Phillips is based in CHARLOTTE, North Carolina, working with CAMG SOLAMERE MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Brandon Richard Phillips charge for services?
Brandon Richard Phillips's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMG SOLAMERE MANAGEMENT, LLC?
CAMG SOLAMERE MANAGEMENT, LLC has approximately 6 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMG SOLAMERE MANAGEMENT, LLC

Leila Taratus Evans
CHARLOTTE, NC
CFP
Bert Deems May
CHARLOTTE, NC
Eric Mcclindon Teal
CHARLOTTE, NC
Stephen Edward Wilson
CHARLOTTE, NC
CFA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
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City Guides
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Research
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