Cameron profile

"I believe there are too many head nodders in the world. Have a view, be brave and let it be heard. Most of all, what you believe in and give everything your best"

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  • 30 years of experience
  • Dual-Licensed (Investment Advisor and Broker)


  • Limited Representative - Investment Banking
  • Master of Science in Investments
  • Uniform Investment Advisor Law Examination
  • Interest Rate Options Representative
  • Futures Managed Funds Examination

Professional awards

  • 2015 Top Advisor Rankings by State
  • 2014 Top 100 Financial Advisors

Services offered

  • Investment Management
  • Portfolio management for individuals
  • Securities Portfolio Management
  • Other Advisory Services