Cameron Rose
CRD Number: 6645161Current Firm: United Planners' Financial Services Of America A Limited Partner
Cameron Rose (CRD# 6645161) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Westminster, CA and has over 7 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Oct 2020 - Current | 3 |
| Cameron Rose - Rental Property | Westminster, CA | Sep 2019 - Current | 4 |
| Cameron Rose | Westminster, CA | Oct 2016 - Current | 7 |
| Edward Jones | St Louis, MO | May 2016 - Oct 2020 | 4 |
| Integrated Flow Solution Inc. | Westminster, CA | Jun 2010 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- CA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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