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Cameron Morgeson

Cetera Advisors LLC

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About Cameron Morgeson

Cameron Morgeson is a financial advisor with Cetera Advisors LLC and several other Cetera-affiliated firms. Cameron has a strong focus on investment company products and variable contracts, as evidenced by their Series 6TO license. Cameron also holds a Series 63 license and has been registered with the state of Texas since April 2024. They have prior experience at J.P. Morgan Securities LLC.

Firm Information

Cameron Morgeson is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

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 Morgeson’s Registration & Firm History

TX

08/12/2024 - Present

Cetera Advisors LLC (DALLAS TX)

TX

09/20/2022 - 01/30/2024

J.P. MORGAN SECURITIES LLC (PLANO TX)

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Licenses & Designations

BC

Issued 10/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cameron Morgeson.
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