CM
CM

Cameron Joseph Magoon

9 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$973K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$500
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Location

50 E Business Way, Cincinnati, OH, 45241

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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 Activities

Cameron is a referral consultant for Talemed, referring nurses in a travel capacity, dedicating minimal time. Cameron also owns a rental property and spends minimal time on maintenance and tenant requests, and provides business-to-business marketing and solicitation activities regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities.

Employment History
Current Registrations
Cx Institutional, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Touchstone Advisors INC
January 2019 - October 2024 · 5 yrs 9 mos
Touchstone Securities, INC.Broker
November 2017 - October 2024 · 6 yrs 11 mos
Strategic Advisers, INC.
January 2017 - November 2017 · 10 mos
Fidelity Brokerage Services LLCBroker
March 2016 - October 2017 · 1 yr 7 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.