Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Elias Smith is a financial advisor with Schwab Wealth Advisory, Inc. Cameron has been in the financial industry for 3 years, specializing in investment management and financial planning. Cameron's previous experience includes roles at TD Ameritrade, Inc. and Equitable Advisors, LLC. Cameron is registered with FINRA and the state of Texas. Cameron is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
05/19/2022 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
08/05/2020 - 05/20/2022
TD AMERITRADE, INC. (Southlake TX)
TX
08/28/2019 - 07/02/2020
EQUITABLE ADVISORS, LLC (DALLAS TX)
BOTH
Issued 05/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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