CB
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Cameron Brown

9 Years of Experience
Fairfield, CT
Broker

Cameron Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fairfield, CT, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2150 Post Road, Ste 402, Fairfield, CT, 06824

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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 an associate/employee at Southport Wealth Advisors since September 2023. This activity takes about half of Cameron's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2025 - Present · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Franklin Distributors, LLCBroker
October 2019 - August 2023 · 3 yrs 10 mos
Legg Mason Investor Services, LLCBroker
April 2018 - September 2019 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
October 2016 - June 2017 · 8 mos
AXA Advisors, LLCBroker
October 2015 - June 2016 · 8 mos
State Registrations26 states
AZCACOCTFLGAILKSMAMEMINCNHNJNMNYOKPARISCTNTXVAVTWAWI
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 Brown - Financial Advisor | TrueAdvisor