JC
CFP
JC
CFP

John Cameron

30 Years of Experience
Vancouver, WA
Broker

John Cameron is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Vancouver, WA, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

500 Broadway, Suite 370, Vancouver, WA, 98660

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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

John is a partner in Swift House LLC, an agent for LP Publishing LLC, and a member of Halsey Street Apartments LLC and Scotch Bros LLC, all since 2009-2017. These activities involve real estate investments, property management, and book publishing, taking minimal time.

Employment History
Current Registrations
D.A. Davidson & CO.
February 2016 - Present · 10 yrs 3 mos
D.A. Davidson & CO.
February 2016 - Present · 10 yrs 3 mos
D.A. Davidson & CO.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Umpqua Investments, INC.
September 2015 - February 2016 · 5 mos
Umpqua Investments, INC.Broker
September 2015 - February 2016 · 5 mos
LPL Financial LLC
August 2012 - September 2015 · 3 yrs 1 mo
LPL Financial LLCBroker
July 2012 - September 2015 · 3 yrs 2 mos
Primevest Financial Services, INC.
May 2007 - July 2012 · 5 yrs 2 mos
Primevest Financial Services, INC.Broker
May 2007 - July 2012 · 5 yrs 2 mos
Charles Schwab & CO., INC.
January 2000 - April 2006 · 6 yrs 3 mos
Charles Schwab & CO., INC.Broker
July 1999 - April 2006 · 6 yrs 9 mos
Bidwell & CompanyBroker
May 1998 - June 1999 · 1 yr 1 mo
Dean Witter Reynolds INC.Broker
April 1997 - May 1998 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
May 1994 - December 1996 · 2 yrs 7 mos
State Registrations21 states
AZCACOFLHIILMAMDMTNJNVOHORSCSDTNTXUTVAWAWI
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.
John Cameron - Financial Advisor | TrueAdvisor