CR
CR

Cameron Mohamad Reid

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Loading...

Location

548 Gibson Drive Suite 130, Roseville, CA, 95678

Get directions

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.

Learn about disclosures →
Other Business Activities

Cameron operates under West Capital Wealth Management as a DBA for his LPL business and provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to each. He also manages real estate rentals and has business entities for tax/investment purposes, requiring minimal time.

Employment History
Current Registrations
LPL Financial LLC
October 2021 - Present · 4 yrs 4 mos
Mariner Advisor Network
June 2021 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Edward Jones
January 2015 - June 2021 · 6 yrs 5 mos
Edward JonesBroker
November 2014 - June 2021 · 6 yrs 7 mos
State Registrations8 states
CACTIDILKYNVTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.