Advisor at LifeCare Funding Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LifeCare Funding Solutions, LLC
Location
Ocala, FL
Credentials
Series 63, Series 65
Industry experience
14 years
Mark Camp is a financial advisor at LifeCare Funding Solutions, LLC in Ocala, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeCare Funding Solutions since 2010. In addition to his advisory role, he is a partner at MMC Financial Services, LLC, where he is involved in the sale of life, health, disability, fixed annuities, and workplace indemnity insurance products. LifeCare Funding Solutions serves individual and corporate clients, including high-net-worth individuals, offering written financial planning, portfolio management, and third-party adviser selection and oversight. The firm employs an investment approach based on individualized asset allocation and Modern Portfolio Theory, focusing on value, safety, quality, and risk control.
Based on LifeCare Funding Solutions, LLC
Based on LifeCare Funding Solutions, LLC
$150 per hour for financial planning services
Account minimum: $30,000 (may be waived at adviser's discretion) Minimum fee: Minimum fee of $500 for financial planning services
Ocala, FL
Florida
Lifecare Funding Solutions
2010 - Present (16 years)
Mmc Financial Services, Llc
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63, Series 65
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Series 63, Series 66
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Series 65
Ocala, FL
Gray Lion Capital
Series 63, Series 65
Ocala, FL
Ocala Capital, LLC
ChFC®, Series 65
Ocala, FL
Truesdell Wealth, Inc.
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