Areas of Practice
Investment Management
Compensation
N/A
Firm Size
3 advisors
Number of Clients
340 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

11555 N Meridian Street, Suite 560, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Cameron works as an insurance agent, dedicating approximately 112 hours per month to this activity. Cameron also works as an Investment Advisor Representative for Aegis Wealth Management and Crown Haven Wealth Advisors, spending about 10-20% of his time on the latter.

Employment History
Current Registrations
Crown Haven Wealth Management
December 2024 - Present · 1 yr 2 mos
Aegis Wealth Management, INC.
December 2024 - Present · 1 yr 2 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.