Unclaimed
Cameron Ott is a financial advisor registered with Empower Advisory Group, LLC. Cameron is located in Walnut Creek, CA and is registered with the state of California to provide investment advice. Cameron has been in the financial services industry since 2011 and has a Series 65 and Series 7TO license, as well as the SIE. They also hold the Certified Financial Planner designation.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
04/03/2023 - Present
Empower Advisory Group, LLC (Walnut Creek CA)
IA
Issued 05/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Cameron Ott is the right advisor for you? Invested Better is here to help.