CC
CFP
CC
CFP

Cameron Collier

15 Years of Experience
BrokerSells Insurance

Cameron Collier is a CFP-designated registered investment advisor, based in Birmingham, AL, with 15 years of industry experience.

Location

23 Inverness Parkway, Birmingham, AL, 35242

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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 works as a financial advisor at OneAscent Financial Services, dedicating full-time hours to developing financial plans and investment strategies. Cameron also sells fixed and traditional insurance products, as well as fixed life and health insurance, and manages commercial real estate, dedicating about 10-20% of his time and a few hours per week, respectively.

Employment History
Current Registrations
Oneascent Financial Services LLC
October 2022 - Present · 3 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2010 - October 2022 · 12 yrs 5 mos
Cambridge Investment Research, INC.Broker
April 2010 - October 2022 · 12 yrs 6 mos
State Registrations12 states
CAFLILINMIMNNCNMNYOHPAVA
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 Collier - Financial Advisor | TrueAdvisor