CF
CFP
CF
CFP

Cameron Fitzgerald

15 Years of Experience
BrokerSells Insurance

Cameron Fitzgerald is a CFP-designated registered investment advisor, based in Rehoboth Beach, DE, with 15 years of industry experience.

Location

19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Cameron is a financial advisor and partner at Black Diamond Financial Solutions, creating and monitoring financial plans and investments, dedicating nearly full-time hours to this. He is also an insurance agent with BDFS Insurance Services LLC, recommending insurance products, which takes a few hours per week. Additionally, Cameron is a partner in Diamond State Limousine LLC, a local transportation business, requiring minimal time.

Employment History
Current Registrations
The Leaders Group, INC.Broker
May 2022 - Present · 3 yrs 11 mos
The Leaders Group, INC.
May 2022 - Present · 3 yrs 11 mos
Bdfs Capital LLC
July 2017 - Present · 8 yrs 9 mos
Previous Registrations
M. S. Howells & CO.Broker
July 2017 - May 2022 · 4 yrs 10 mos
LPL Financial LLCBroker
May 2013 - July 2017 · 4 yrs 2 mos
LPL Financial LLC
May 2013 - July 2017 · 4 yrs 2 mos
PNC Investments
January 2011 - May 2013 · 2 yrs 4 mos
PNC InvestmentsBroker
November 2010 - May 2013 · 2 yrs 6 mos
State Registrations7 states
DEFLMDNYPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cameron Fitzgerald - Financial Advisor | TrueAdvisor