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Cameron Stiles

16 Years of Experience
Troy, MI
BrokerSells Insurance

Cameron Stiles is a registered investment advisor at LPL Financial LLC, based in Troy, MI, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

200 East Big Beaver, #153, Troy, MI, 48083

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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 ActivitiesSells Insurance

Cameron operates Strategic Financial Services as a DBA for his LPL business, dedicating nearly full-time hours. He also sells non-variable insurance, spending minimal time on it, and operates Financial Wellness Managers, LLC, another DBA for his LPL business, spending about a quarter of his time.

Employment History
Current Registrations
LPL Financial LLC
August 2016 - Present · 9 yrs 9 mos
LPL Financial LLCBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
First Allied Advisory Services, INC.
April 2014 - July 2016 · 2 yrs 3 mos
First Allied Securities, INC.Broker
October 2013 - July 2016 · 2 yrs 9 mos
Sii Investments, INC.
July 2013 - October 2013 · 3 mos
Sii Investments, INC.Broker
May 2011 - October 2013 · 2 yrs 5 mos
LPL Financial CorporationBroker
March 2008 - July 2009 · 1 yr 4 mos
State Registrations11 states
CADCINMAMINCNHNVOHSCTX
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.