PLATFORM APPRENTICE ADVISOR < $5M

Operational Support – Billing, Phone, Processing, Etc.

Dedicated Advisor Consultant

Annual Review – Camelot Charitable Consultant

Annual Review – Camelot Wealth Consultant


PLATFORM PARTNER ADVISOR > $5M

Operational Support – Billing, Phone, Processing, Etc.

Dedicated Advisor Consultant

Camelot Charitable Consultant: Unlimited Access

Camelot Wealth Consultant: Unlimited Access

Camelot Marketing Consultant: Quarterly Calls

Brand Consulting Discount Available