Cameron Woodbury
Cameron Woodbury is a registered investment advisor at Centaurus Financial, INC., based in Apple Valley, CA, with 3 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
16191 Kamana Road, Suite #202, Apple Valley, CA, 92307
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Regulatory History (1)
Customer Dispute
August 2024Other Business Activities
Cameron is an administrative assistant for Archangel Financial Services, Inc., a DBA for branding purposes, and this is not investment related. Cameron also owns Archangel Tax Planning, where he spends about a third of his time on tax preparation, planning, and bookkeeping.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
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.
Exams
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