Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Spencer is a financial advisor at Truist Advisory Services, Inc. Cameron has been in the financial services industry since January 5, 2008, and holds the Series 6, 7, 63, and 66 licenses. Cameron has prior experience with BB&T Securities, LLC, BB&T Investment Services, Inc., Wachovia Securities, LLC, United Brokerage Services, Inc, and P.J. Robb Variable Corporation. Cameron's specializations include retirement planning, investment management, and financial planning.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
07/29/2024 - Present
Truist Advisory Services, Inc. (HICKORY NC)
NC
11/06/2023 - 07/10/2024
VALIC FINANCIAL ADVISORS, INC. (GREENSBORO NC)
TN
05/12/2022 - 12/22/2022
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NC
04/16/2021 - 05/03/2022
UNITED BROKERAGE SERVICES, INC (Lincolnton NC)
NC
02/17/2021 - 03/29/2021
TRUIST INVESTMENT SERVICES, INC. (HICKORY NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/10/2007 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (HICKORY NC)
NC
12/19/2006 - 09/17/2007
WACHOVIA SECURITIES, LLC (CONOVER NC)
BOTH
Issued 12/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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