Unclaimed
Cameron Franklin Dunford is a financial advisor currently registered with LPL Financial LLC. Cameron has been in the financial services industry since December 11, 2008. Cameron is a registered representative in Colorado and Texas and is also a registered investment advisor in the same states. Cameron offers financial planning and other non-discretionary advisory services to individuals, businesses, charitable organizations, pension plans, and other clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
04/13/2018 - Present
LPL Financial LLC (LOUISVILLE CO)
CO
03/02/2011 - 03/08/2018
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
08/04/2010 - 02/17/2011
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ENGLEWOOD CO)
CO
08/04/2010 - 02/17/2011
MUTUAL OF AMERICA SECURITIES CORPORATION (ENGLEWOOD CO)
CO
10/20/2008 - 06/23/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
BOTH
Issued 04/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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