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Cameron Michael Bales

Raymond James Financial Services, Inc.

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About Cameron Michael Bales

Cameron Michael Bales is a financial advisor registered with Raymond James Financial Services, Inc. in Lexington, Kentucky. Cameron has been in the securities industry since 2021. Cameron has passed the Series 63, Series 7TO and the SIE Exam. Previously Cameron was registered with UBS Financial Services Inc. and Fidelity Brokerage Services LLC.

Firm Information

Cameron Bales is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cameron Bales’s Registration & Firm History

KY

06/17/2024 - Present

Raymond James Financial Services, Inc. (Lexington KY)

KY

05/19/2023 - 06/10/2024

UBS FINANCIAL SERVICES INC. (LEXINGTON KY)

TX

10/27/2021 - 04/19/2023

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 12/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cameron Michael Bales.
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