Cameron Mathis has been Vice President - Wealth Management of Larry Mathis Financial Planning since September 2025, is a control person of the firm and directly owns under 5% of it. Cameron Mathis holds a BBA in Finance from Northern Arizona University.
Larry Mathis Financial Planning, L.L.C. is a Phoenix, AZ firm with $213M under management, 310 clients and 5 advisers across 4 offices, as of its September 2026 filing.
Cameron Mathis is a Financial Advisor at Mathis Wealth Management. He serves clients as a Financial Advisor, assisting with their investment needs and with their life, disability and long-term care insurance needs.
Cameron Mathis’ longest registration is the current one, 5 years at Larry Mathis Financial Planning since 2021.
- Ausdal Financial Partners, Inc.Also current– present · under a yearPhoenix, AZ · Adviser representative and broker · Firm CRD 7995
- Mathis Wealth ManagementCurrent– present · 5 yearsPhoenix, AZ · Adviser representative · Firm CRD 172858
Professional designations
Listed by Larry Mathis Financial Planning
- CFP®
Investment adviser representative registrations
Cameron Mathis is registered as an investment adviser representative in Arizona, since August 2021.
- ArizonaSince 27 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 16 November 2021 |
| Series 7TO | General Securities Representative Examination | 18 October 2021 |
| SIE | Securities Industry Essentials Examination | 10 September 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2021 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cameron Maxwell Mathis
- CRD
- 7379031
- Firm
- Larry Mathis Financial Planning · CRD 172858
- Role
- Vice President - Wealth Management
- Office
- 7210 N 16TH STREET, Phoenix, AZ 85020
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mathiswealth.com
Where does Cameron Mathis work?
Cameron Mathis has been Vice President - Wealth Management of Larry Mathis Financial Planning, L.L.C. since September 2025, and is a control person of the firm.
Is Cameron Mathis a financial advisor?
Yes. Cameron Mathis has a current investment-adviser registration in Arizona, through Larry Mathis Financial Planning since August 2021.
How many years of experience does Cameron Mathis have?
Cameron Mathis has 5 years in the financial industry, since August 2021, across 2 adviser firms.
What exams has Cameron Mathis passed?
Cameron Mathis has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in August 2021.
Where is Cameron Mathis based?
Cameron Mathis’ registered office is in Phoenix, AZ.
Is Cameron Mathis registered with FINRA?
Yes. Cameron Mathis has a current broker registration, under CRD 7379031.
Source: FINRA BrokerCheck
Is Cameron Mathis a CFP?
Larry Mathis Financial Planning lists Cameron Mathis with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Cameron Mathis’ record?
Search CRD 7379031 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cameron Mathis’ full registration record.