CB
CB

Cameron Blair

12 Years of Experience
1 DisclosureBrokerSells Insurance

Cameron Blair is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 12 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2003
Final Disposition
Other Business ActivitiesSells Insurance

Cameron is an insurance agent since 2012, selling life, accident, health, and HMO insurance, spending about 10-20% of his time on this activity. He is also the owner/founder of Blair Financial since 2022, providing financial services and insurance strategies, dedicating full-time hours to this.

Employment History
Current Registrations
Nfsg Corporation
April 2022 - Present · 4 yrs
Newbridge Securities Corporation
April 2022 - Present · 4 yrs
Newbridge Securities CorporationBroker
April 2022 - Present · 4 yrs
Previous Registrations
Edward Jones
June 2013 - May 2021 · 7 yrs 11 mos
Edward JonesBroker
May 2013 - May 2021 · 8 yrs
Morgan Stanley Smith Barney LLC
January 2012 - August 2012 · 7 mos
Morgan Stanley Smith BarneyBroker
October 2011 - August 2012 · 10 mos
State Registrations3 states
ARTXVA
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.