CC
CFP
CC
CFP

Cameron David Collier

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,188 clients
Average Client Portfolio
$623K average
Assets Under Management
$2.6B

Fee Structure

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Location

23 Inverness Parkway, Birmingham, AL, 35242

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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 works as a financial advisor at OneAscent Financial Services, dedicating full-time hours to developing financial plans and investment strategies. Cameron also sells fixed and traditional insurance products, as well as fixed life and health insurance, and manages commercial real estate, dedicating about 10-20% of his time and a few hours per week, respectively.

Employment History
Current Registrations
Oneascent Financial Services LLC
October 2022 - Present · 3 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2010 - October 2022 · 12 yrs 5 mos
Cambridge Investment Research, INC.Broker
April 2010 - October 2022 · 12 yrs 6 mos
State Registrations12 states
CAFLILINMIMNNCNMNYOHPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.