Cameron Byrd
Cameron Byrd is a registered investment advisor at Commercial Trust Financial Services, based in Fayette, MO, with 13 years of industry experience. Cameron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 927 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.05% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are generally negotiable. Fees are paid quarterly in advance.
Fee Estimator
Location
119 N Main St, Fayette, MO, 65248
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Cameron operates Commercial Trust Financial Services as a DBA for his LPL business, dedicating full-time hours. He also provides investment advisory services through Convergence Financial, LLC, an independent investment advisor firm, spending full-time hours on this activity as well.
Employment History
Current Registrations
Commercial Trust Financial Services
LPL Financial LLCBroker
Previous Registrations
Convergence Financial
Good Life Advisors, LLC
LPL Financial LLC
Saxony Securities, INC.Broker
Saxony Capital Management, LLC
Waddell & Reed
Waddell & ReedBroker
State Registrations4 states
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.