Cameron Azad
Cameron Azad is a registered investment advisor at UBS Financial Services INC., based in Pasadena, CA, with 43 years of industry experience. Cameron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
251 South Lake Avenue, 10th Floor, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2004Other Business Activities
Cameron serves on an arbitration panel for the National Futures Association, reviewing documents and participating in oral hearings. This requires minimal time each month.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Drexel Burnham Lambert IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations42 states
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
More Advisors
- Helen ShueUBS Financial Services INC.
- Aida BabayanUBS Financial Services INC.
- Diane HartUBS Financial Services INC.
- Hsueh-Sheng SuUBS Financial Services INC.
- Ruby Herrera, CFPUBS Financial Services INC.
- James Giordano, CFPUBS Financial Services INC.