Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Roca Hall is an Associate Vice President, Advisory Consultant at Parnassus Investments, LLC, where Cameron has been employed since April 2022. Cameron Roca Hall is registered in all 50 states and the District of Columbia as a Registered Representative. Cameron Roca Hall has been in the industry since May 2019. Cameron Roca Hall has Series 63, Series 7TO, and Series 6TO licenses, and has passed the SIE exam. Cameron Roca Hall specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
12/20/2024 - Present
Parnassus Investments, LLC (SAN FRANCISCO CA)
BC
Issued 06/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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