Spencer Smithbaker

Camelback Wealth Consultants, LLC

4648 N 32nd St
Phoenix, AZ 85018

I Am Licensed and Registered as Follows:
1. Insurance Agent
  1. I am a licensed insurance agent and am authorized to represent various companies as I offer, sell and service insurance products on their behalf.
2. I am not an Investment Advisor Representative with Harbour Investments.
3. FINRA (Financial Industry Regulation Authority) Registered Representative with Harbour Investments, Inc. 575 D’Onofrio Dr., Suite 300, Madison WI 53719. Member FINRA, SIPC.
  1. Series 7 General Securities Representative. As defined by FINRA, this candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.
Services I Provide:
1. Under Reg BI, I act in the best interest of my clients and do not place my own interests ahead of my clients.
2. I sell insurance or investment products that have a stated commission paid to me.
3. As an investment advisor, I act in the best interest of my clients and do not place my own interests ahead of my clients.
4. I use third party financial tools for portfolio analysis and to support various planning needs.