Lindsey Cameron (CRD# 6942733) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 2 years of experience in the finance industry.
CRD# 5604648
Purpose First Financial, LLC
CRD# 2723518
First Heartland Consultants, Inc.
CRD# 6849388
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services | Scottsdale, AZ | May 2021 - Current | 3 |
Oregon Pacific Financial Advisors, Inc. | Medford, OR | Apr 2018 - Current | 6 |
Royal Standley Inc. | Medford, OR | Apr 2018 - Current | 6 |
Windermere Real Estate | Medford, OR | Apr 2016 - May 2018 | 2 |
Farmers Market | Phoenix, OR | Jul 2016 - Apr 2018 | 1 |
West Coast Appliance & Furnature | Central Point, OR | Mar 2016 - May 2016 | < 1 |
Umemployed | Medford, OR | Nov 2015 - Mar 2016 | < 1 |
Albertson | Baton Rouge, LA | Dec 2015 - Dec 2015 | < 1 |
Voodoo Fest | New Orleans, LA | Oct 2015 - Nov 2015 | < 1 |
Albertsons | Baton Rouge, LA | Apr 2013 - Oct 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
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Total Assets Under Management157MILLIONS
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Total Number of Accounts615ACCOUNTS
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Average Account Value$255,420
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, WA
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