Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Cameron is a financial advisor with over 25 years of experience in the industry. John is currently registered with D.a. Davidson & Co. in Vancouver, WA, and has held previous roles with UMPQUA INVESTMENTS, INC., LPL FINANCIAL LLC, PRIMEVEST FINANCIAL SERVICES, INC., CHARLES SCHWAB & CO., INC., BIDWELL & COMPANY and DEAN WITTER REYNOLDS INC. John has earned the Certified Financial Planner designation and holds multiple securities licenses including Series 7, 9, 10, 31, 63, and 65.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
02/04/2016 - Present
D.a. Davidson & Co. (Vancouver WA)
WA
09/08/2015 - 02/03/2016
UMPQUA INVESTMENTS, INC. (Vancouver WA)
WA
07/20/2012 - 09/09/2015
LPL FINANCIAL LLC (VANCOUVER WA)
WA
05/07/2007 - 07/17/2012
PRIMEVEST FINANCIAL SERVICES, INC. (VANCOUVER WA)
TX
07/26/1999 - 04/04/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OR
05/05/1998 - 06/22/1999
BIDWELL & COMPANY (PORTLAND OR)
NY
04/11/1997 - 05/20/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
TX
05/03/1994 - 12/05/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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