Cameron Cefali is a registered investment advisor at Wells Fargo Advisors, based in Fishers, IN, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Fishers, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cameron has 50% ownership in Keystone Wealth & Investment Management LLC and 100% ownership in FCC15 LLC, both investment-related and started on June 7, 2024. Cameron dedicates full-time hours to each of these ventures.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations27 states
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