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Educational Seminars & Workshops Advisors in California
43,069 Results
Unclaimed

THE Ayco Company, LP

location

Newport Beach, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Almond is a financial advisor registered with THE Ayco Company, LP. Cameron has been in the industry since September 2, 2014. Cameron has a Series 3, Series 7 and SIE license. Cameron is registered in 27 states as an Investment Advisor Representative. Cameron has been employed by Mercer Allied since March 2014. Cameron has previously worked at Goldman Sachs & Co. LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Epiq Capital Group, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Cameron P. Connolly is a registered Investment Advisor Representative with Epiq Capital Group, LLC. Cameron is a financial professional with experience in the investment industry. Cameron previously worked with UBS Financial Services Inc. in Boston, MA. Cameron holds a Series 7, Series 66 and SIE licenses and is currently registered in California. Cameron has specialized expertise in managing investments for high-net-worth individuals, pooled investment vehicles, and businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LA JOLLA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Han is an active investment advisor representative in California and Texas, associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Cameron has been in the industry since February 2022. They have the Series 66, Series 7TO and the SIE licenses and is registered in multiple states including California, Texas, Arizona, Florida, Nevada, Oregon, and Washington. Cameron has experience in the banking industry with Bank of America and is also a business owner. They are passionate about helping individuals and families achieve their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

Beverly Hills, CA

0 Disclosures

ADVISOR BIO

Cameron Garemani is a financial advisor with Morgan Stanley. Cameron has been in the financial industry since 2018, and holds Series 66, Series 7TO and SIE licenses. Cameron has registrations in 53 states and 2 jurisdictions, including Alabama, Alaska, and Arizona. Cameron provides asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Cameron also provides portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

LOS ANGELES, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Hooshivar is an investment advisor representative associated with LPL Financial LLC. Cameron is registered with FINRA as an investment advisor representative and a registered representative. Cameron has been in the industry since July 2014 and is currently located in Los Angeles, CA. Previously, Cameron was associated with J.P. MORGAN SECURITIES LLC. Cameron's primary area of expertise is in the securities industry, offering services such as securities, financial planning, and consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

RIVERSIDE, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Cole Valadez is a financial advisor with over 9 years of experience in the industry. Cameron is registered with LPL Financial LLC and holds the Series 66, SIE, and Series 7 licenses. Cameron is also a Certified Financial Planner. Cameron has previously worked with Waddell & Reed, Inc., and Plan-It Office Management, Inc. Cameron is a registered investment advisor representative in California and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

THE Ayco Company, LP

location

Newport Beach, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Hebert is a registered representative with The Ayco Company, LP. Cameron has been in the financial services industry for 5 years. Cameron has a series 66 license, and the Series 3, SIE and Series 7 licenses from FINRA. Cameron specializes in financial planning, portfolio management, and educational seminars. Cameron has previously worked at Mercer Allied Company, L.P., and Goldman Sachs & Co. LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

MISSION VIEJO, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Christeson is a financial advisor with Fidelity Personal and Workplace Advisors. Cameron has been in the industry since 2012 and is licensed to provide investment advice in California and Texas. Cameron has a strong background in financial planning and portfolio management and specializes in helping individuals, families, and businesses reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

SEAL BEACH, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Deyampert-donaldson is a financial advisor with Fidelity Personal And Workplace Advisors in SEAL BEACH, CA. Cameron has been in the industry since 2019 and holds Series 66, Series 7TO and SIE licenses. Fidelity Personal And Workplace Advisors is a large firm managing over $818 Billion in client assets. Fidelity Personal And Workplace Advisors offers financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Cameron Meek is an Investment Advisor Representative at Beacon Pointe Advisors, LLC, located in Campbell, CA. Cameron is a Certified Financial Planner® and holds the Series 65 license. Cameron has been in the financial services industry since 2016 and has a strong background in providing financial planning and portfolio management services to individuals, businesses, and investment companies. Prior to joining Beacon Pointe Advisors, Cameron worked at Morton Capital and Free People / URBN. Cameron specializes in providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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