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Cameron Taylor

Criticalpoint Partners LLC

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About Cameron Taylor

Cameron Taylor is a financial advisor with Criticalpoint Partners LLC. Cameron has been in the industry since 2015. Cameron holds Series 63, SIE and Series 79 licenses. Cameron is registered in California.

Firm Information

Cameron Taylor is currently registered with Criticalpoint Partners LLC. Criticalpoint Partners LLC is a Limited Liability Company formed on May 31, 2012. The firm is registered in Arkansas, California, Colorado, Florida, Kansas, Massachusetts, Michigan, Missouri, North Carolina, Ohio, and Texas. They have also received one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

29

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.

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.

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Cameron Taylor’s Registration & Firm History

CA

07/03/2024 - Present

Criticalpoint Partners LLC (EL SEGUNDO CA)

CA

03/02/2022 - 05/30/2024

WELLS FARGO SECURITIES, LLC (LOS ANGELES CA)

CA

08/20/2019 - 08/16/2021

MACQUARIE CAPITAL (USA) INC. (LOS ANGELES CA)

NY

06/26/2014 - 07/03/2019

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cameron Taylor.
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