Cameron St. Martin, financial advisor Thousand Oaks CA

Cameron St. Martin

CRD Number: 6726174
Current Firm: Lpl Financial LLC

Cameron St. Martin (CRD# 6726174) is an Investment Advisor Representative working at Lpl Financial LLC in Thousand Oaks, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Thousand Oaks, CA Mar 2021 - Current 3
Lpl Financial, LLC Thousand Oaks, CA Sep 2020 - Mar 2021 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Cameron M. St. Martin
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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