Cameron Reid is a registered investment advisor at LPL Financial LLC, based in Roseville, CA, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
548 Gibson Drive Suite 130, Roseville, CA, 95678
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cameron operates under West Capital Wealth Management as a DBA for his LPL business and provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to each. He also manages real estate rentals and has business entities for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations8 states
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