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Cameron Wright Lavey

Genter Capital Management

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About Cameron Wright Lavey

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.

Firm Information

Cameron Lavey is currently registered with Genter Capital Management. Genter Capital Management is an investment advisor headquartered in Los Angeles, CA. They specialize in providing model portfolio recommendations to other investment advisors and manage portfolios for individuals, businesses, and investment companies. They currently manage over $4.1 billion in assets for clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and foundations. Genter Capital Management offers a wrap fee program.
Genter Capital Management

11601 WILSHIRE BLVD., 25TH FLOOR

LOS ANGELES, CA 90025-1770

$4.20B

Assets Under Management

15,141

Total Clients

24

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio recommendations to other investment advisers.

Provide model portfolio recommendations to other investment advisers.

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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percentage of assets

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

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other

One time initial set-up fee of $250

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Cameron Lavey’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cameron Wright Lavey.
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