Unclaimed
Cameron Kashani is a registered representative with LPL Enterprise, LLC in Sherman Oaks, CA. Cameron is also registered as an Investment Advisor Representative in California. Cameron has a Series 66 license and has been in the industry since 2014. Cameron has experience working with insurance companies, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Cameron offers a variety of financial services, including financial planning, educational seminars, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
01/21/2025 - Present
LPL Enterprise, LLC (SHERMAN OAKS CA)
Active
Inactive
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