Cameron Broderick
Cameron Broderick is a registered investment advisor at Osaic Wealth, INC., based in Oklahoma City, OK, with 9 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3636 North Roff Avenue, Oklahoma City, OK, 73112
Get directionsHistory
Regulatory History (1)
Criminal
July 2013Other Business Activities
Cameron is a wealth manager at Capital Asset Management, Inc., a DBA entity for his investment practice with FSC Securities Corporation. He also works as a wealth manager at Spirit of the West Financial Corporation, the operating company for his investment practice; both roles take up a full-time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 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.