CR
CR

Cameron Rafati

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,404 clients
Average Client Portfolio
$190K average
Assets Under Management
$267.4M

Fee Structure

Minimum Investment:None
Loading...

Location

Salt Lake City, UT

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 is a family partner at R5 Homes, a consulting and technology company, since January 2024. He spends a few hours per week assisting with the website, philanthropy for the family foundation, and development consulting.

Employment History
Current Registrations
Dai Wealth, LLC
June 2024 - Present · 1 yr 8 mos
Dai Securities, LLC
January 2024 - Present · 2 yrs 1 mo
Dai Securities, LLCBroker
January 2024 - Present · 2 yrs 1 mo
State Registrations2 states
MNUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.