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CFP

Cameron Valadez

LPL Financial LLC
11 Years of Experience
Riverside, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Cameron Valadez is a CFP-designated registered investment advisor at LPL Financial LLC, based in Riverside, CA, with 11 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3850 Vine St, Ste 100A, Riverside, CA, 92507-4268

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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 sells non-variable insurance products since 2015, dedicating a few hours per week. He also has ownership in Plan-It Office Management, Inc for tax/investment purposes, spending about half his time, and owns Plan-It Business Services, a tax prep/accounting/CPA business, spending minimal time. Cameron is also a co-author of a small book and does speaking engagements, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 4 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 4 mos
Previous Registrations
Waddell & Reed
February 2015 - July 2021 · 6 yrs 5 mos
Waddell & ReedBroker
November 2014 - July 2021 · 6 yrs 8 mos
State Registrations16 states
AZCACOFLIDKYNCNVORPASDTXUTVTWAWI
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.
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