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Cameron White Parkhurst

Peachcap TAX & Advisory, LLC

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About Cameron White Parkhurst

Cameron White Parkhurst is a financial advisor with Peachcap TAX & Advisory, LLC. Cameron has been in the financial industry since 2001 and holds Series 7, 63, 65, 24, and 53 licenses. Cameron is also a registered Investment Advisor Representative (IAR) in the state of Georgia. Cameron has previous experience with Raymond James & Associates, Inc., Arkadios Capital, and YieldQuest Securities, LLC. Cameron's specializations include Retirement Planning, College Savings, Estate Planning, and Insurance. Cameron is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Cameron Parkhurst is currently registered with Peachcap TAX & Advisory, LLC. Peachcap TAX & Advisory, LLC is an investment advisory firm based in Atlanta, GA. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. Peachcap manages approximately $115.8 million in assets for 565 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Peachcap TAX & Advisory, LLC

550 PHARR RD.

ATLANTA, GA 30305

$115.77M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Shares in third-party adviser fees

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Cameron Parkhurst’s Registration & Firm History

GA

11/12/2020 - Present

Peachcap TAX & Advisory, LLC (ATLANTA GA)

GA

10/17/2018 - 05/30/2020

ARKADIOS CAPITAL (Atlanta GA)

GA

02/04/2013 - 10/17/2018

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

GA

08/04/2005 - 03/04/2013

YIELDQUEST SECURITIES, LLC (ATLANTA GA)

GA

06/21/2004 - 09/19/2005

REGISTER & AKERS INVESTMENTS, INC. (ATLANTA GA)

OH

09/06/2001 - 07/01/2004

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

MO

08/03/2001 - 09/20/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 12/09/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2005

Series 24 - General Securities Principal Examination

BC

Issued 02/14/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cameron White Parkhurst.
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