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Cameron Lawler

10 Years of Experience
Roseburg, OR
BrokerSells Insurance

Cameron Lawler is a registered investment advisor at D.A. Davidson & CO., based in Roseburg, OR, with 10 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

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

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Location

1495 NW Garden Valley, Suite 201, Roseburg, OR, 97471

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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 is a board member of Umpqua Valley Tennis Center, spending minimal time monitoring the organization's activities. He is also a co-trustee of the E.L Hansell IRVC Trust and chairman of the Umpqua Enhancement Fishing Derby.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
February 2016 - Present · 10 yrs 3 mos
D.A. Davidson & CO.
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Princor Financial Services Corporation
September 2013 - February 2014 · 5 mos
Princor Financial Services CorporationBroker
June 2013 - February 2014 · 8 mos
State Registrations26 states
AKALARAZCACOFLIDILINKYMIMOMTNCNENVNYOHORSCTNTXUTVAWA
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.
Cameron Lawler - Financial Advisor | TrueAdvisor