CT
CT

Cameron Tewksbury

8 Years of Experience
Okeechobee, FL
BrokerSells Insurance

Cameron Tewksbury is a registered investment advisor at Eagle Strategies LLC, based in Okeechobee, FL, with 8 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Loading...

Location

208 SW 2nd Avenue, Okeechobee, FL, 34974

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Cameron works as an insurance broker with outside carriers, brokering non-registered insurance products, dedicating a few hours per week. He is also the owner of a dormant company, Casting Love for Haiti, Inc., and an alternate board member for the Economic Council of Okeechobee, spending minimal time on each.

Employment History
Current Registrations
Eagle Strategies LLC
February 2024 - Present · 2 yrs 5 mos
Nylife Securities LLCBroker
May 2017 - Present · 9 yrs 2 mos
State Registrations3 states
ALFLKY
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.