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Cameron Arm

U.S. Bancorp Advisors, LLC
18 Years of Experience
Spokane, WA
1 DisclosureBroker
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Cameron Arm is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Spokane, WA, with 18 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

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

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Location

621 E 30th Ave, Spokane, WA, 99203

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History

Regulatory History (1)
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Customer Dispute
December 2015
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
June 2023 - February 2026 · 2 yrs 8 mos
U.S. Bancorp Investments, INC.
June 2023 - February 2026 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLC
November 2019 - June 2023 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
November 2019 - June 2023 · 3 yrs 7 mos
Unionbanc Investment Services, LLC
May 2018 - October 2019 · 1 yr 5 mos
Unionbanc Investment Services, LLCBroker
May 2018 - October 2019 · 1 yr 5 mos
Wells Fargo Clearing Services, LLC
January 2011 - May 2018 · 7 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - May 2018 · 7 yrs 4 mos
Wells Fargo Investments, LLC
May 2007 - January 2011 · 3 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2007 - January 2011 · 3 yrs 8 mos
State Registrations2 states
IDWA
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.
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