Unclaimed
Cameron Branum is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Cameron has been working in the financial services industry since 2019 and has experience with both Wells Fargo Clearing Services, LLC and T.S. Phillips Investments, Inc.. Cameron holds Series 63, 66, 7TO, and SIE licenses and is registered to provide investment advice in Missouri, Oklahoma and Texas. Cameron has a proven track record of success in helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
OK
01/31/2025 - Present
Wells Fargo Advisors Financial Network, LLC (OKLAHOMA CITY OK)
OK
10/26/2020 - 06/29/2021
T.S. PHILLIPS INVESTMENTS, INC. (OKLAHOMA CITY OK)
OK
07/19/2019 - 01/21/2021
WELLS FARGO CLEARING SERVICES, LLC (OKLAHOMA CITY OK)
BC
Issued 03/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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