MC
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Margaret Cameron

37 Years of Experience
Chicago, IL
Broker

Margaret Cameron is a registered investment advisor at Ameriprise Financial Services, LLC, based in Chicago, IL, with 37 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

227 W Monroe St, Ste 3700, Chicago, IL, 60606-5067

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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.

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Other Business Activities

Margaret is an Ex-Officio for the Grant Park Music Festival, helping to facilitate an annual grant provided by Ameriprise Community Relations. She does not vote or partake in board activities and dedicates minimal time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2018 - Present · 7 yrs 11 mos
Ameriprise Financial Services, LLC
June 2018 - Present · 7 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - July 2018 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2018 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.
June 2007 - January 2008 · 7 mos
A. G. Edwards & Sons, INC.Broker
June 2007 - January 2008 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2007 - June 2007 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - June 2007 · 11 mos
A. G. Edwards & Sons, INC.
September 2005 - July 2006 · 10 mos
A. G. Edwards & Sons, INC.Broker
May 2001 - July 2006 · 5 yrs 2 mos
First Union Securities, INC.Broker
March 1997 - June 2001 · 4 yrs 3 mos
Mesirow Financial, INC.Broker
December 1995 - April 1997 · 1 yr 4 mos
Painewebber IncorporatedBroker
March 1992 - December 1995 · 3 yrs 9 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
December 1990 - April 1992 · 1 yr 4 mos
Rosenkrantz Lyon & Ross IncorporatedBroker
July 1990 - December 1990 · 5 mos
Westok Securities, INC.Broker
June 1990 - July 1990 · 1 mo
Thomas James Associates, INC.Broker
January 1990 - May 1990 · 4 mos
Rosenkrantz Lyon & Ross IncorporatedBroker
August 1989 - March 1990 · 7 mos
Profile Investments CorporationBroker
June 1988 - April 1989 · 10 mos
State Registrations13 states
AZCAFLGAIDILINMONCNYORTNVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Margaret Cameron - Financial Advisor | TrueAdvisor