linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cameron Tarr Hackett

Compound Planning

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 Tarr Hackett

Cameron Hackett is a financial advisor with Compound Planning. Cameron has been in the financial industry since January 2015. Cameron holds a Series 66 and Series 7 license and is registered in California, Oregon and Washington. Cameron's primary focus is working with high-net-worth individuals, as well as individuals other than high-net-worth, providing them with financial planning and portfolio management services. Cameron is also a licensed insurance agent since 2017. Cameron's previous employer was NATIONAL SECURITIES CORPORATION.

Firm Information

Cameron Hackett is currently registered with Compound Planning. Compound Planning is an investment advisor registered with the SEC and headquartered in NEW YORK, NY. The firm manages approximately $1 billion - $10 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and educational seminars.
Compound Planning

115 BROADWAY

NEW YORK, NY 10006

$1.40B

Assets Under Management

217

Total Clients

55

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

other

Selection of other advisers

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 Hackett’s Registration & Firm History

CA

06/10/2024 - Present

Compound Planning (Richmond CA)

OR

01/21/2015 - 12/31/2015

NATIONAL SECURITIES CORPORATION (Portland OR)

Not sure if Cameron Tarr Hackett is right for you?

Licenses & Designations

BOTH

Issued 03/28/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

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