DC
DC

Daniel Cameron

21 Years of Experience
Palm Beach Gardens, FL
BrokerSells Insurance

Daniel Cameron is a registered investment advisor at Cetera Investment Advisers LLC, based in Palm Beach Gardens, FL, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Palm Beach Gardens, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Daniel is an insurance agent selling fixed insurance products, including life, health, disability, long-term care, and Medicare supplements, dedicating minimal time to this. He also engages in long-term care insurance and planning, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2014 - Present · 11 yrs 5 mos
Cetera Financial Specialists LLCBroker
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
Pts Brokerage, LLCBroker
June 2007 - December 2014 · 7 yrs 6 mos
Pts Brokerage, LLC
June 2007 - December 2014 · 7 yrs 6 mos
Metlife Securities INC.
January 2007 - July 2007 · 6 mos
Metlife Securities INC.Broker
May 2005 - July 2007 · 2 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
May 2005 - July 2007 · 2 yrs 2 mos
American Portfolios Financial Services, INC.Broker
July 2004 - August 2005 · 1 yr 1 mo
Intersecurities, INC.Broker
April 2004 - August 2004 · 4 mos
State Registrations3 states
FLNJPA
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.
Daniel Cameron - Financial Advisor | TrueAdvisor