Unclaimed
Cameron Lavey is a financial advisor currently registered with Genter Capital Management in Los Angeles, California. Cameron has been working in the financial services industry since December 13, 2009. Cameron has been registered with Genter Capital Management since December 7, 2011. Before working at Genter Capital Management, Cameron was employed at UBS Financial Services Inc., Multi-Financial Securities Corporation, Financial Network Investment Corporation, and ING Financial Partners, Inc. Cameron holds Series 7, Series 66, and SIE licenses. Cameron also has experience working in various other organizations including IMST Distributors, LLC. Cameron specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio recommendations to other investment advisers.
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.
A percentage of the total value of assets under management is charged.
One time initial set-up fee of $250
1
2
CA
12/07/2011 - Present
Genter Capital Management (LOS ANGELES CA)
WI
03/22/2011 - 12/31/2012
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
CA
08/25/2010 - 12/14/2010
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
08/26/2009 - 08/05/2010
MULTI-FINANCIAL SECURITIES CORPORATION (EL SEGUNDO CA)
CA
08/20/2009 - 08/05/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
08/26/2009 - 08/03/2010
ING FINANCIAL PARTNERS, INC. (EL SEGUNDO CA)
BOTH
Issued 10/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cameron Lavey is the right advisor for you? Invested Better is here to help.