linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cameron Roth

McDowell Associates Investments, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cameron? Claim Your Profile

About Cameron Roth

Cameron Roth is a registered investment advisor representative with McDowell Associates Investments, LP and Thor Financial Technologies. Cameron holds a Series 3 license and has been in the industry since 2017. Cameron has a broad range of experience and has focused on providing financial planning and portfolio management for both individuals and pooled investment vehicles. Cameron Roth's experience includes working for Kattan Ferretti Financial L.P. and Albatross Capital, LLC. Cameron is a 12% owner of THOR Financial Technologies, LLC, which is the manager for a publicly traded ETF ticker $THLV (THOR LOW VOLATILITY ETF).

Firm Information

Cameron Roth is currently registered with McDowell Associates Investments, LP. McDowell Associates Investments, LP is an investment advisor registered with the SEC. They manage approximately $24 million in assets, primarily for individuals and pension and profit-sharing plans. Their services include financial planning and portfolio management. They also offer portfolio management services for pooled investment vehicles. The firm has 1 licensed agent and 3 investment advisor representatives. They are headquartered in [main office location is missing from the provided data]. You can learn more about them at their website: https://www.mcdowellinsurance.com.

$24.00M

Assets Under Management

Not reported

Total Clients

3

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cameron Roth’s Registration & Firm History

PA

06/13/2018 - Present

McDowell Associates Investments, LP (GREENSBURG PA)

Not sure if Cameron Roth is right for you?

Licenses & Designations

IA

Issued 06/13/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/2019

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cameron Roth.
Not sure if Cameron Roth is right for you?