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CFP
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CFP

Cameron Rodgers

LPL Financial LLC
8 Years of Experience
Hackensack, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Cameron Rodgers is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hackensack, NJ, with 8 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

1 University Plaza Drive, Suite 114, Hackensack, NJ, 07601

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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 is licensed to sell life, health, variable annuity, and variable life insurance products through various companies in NJ, NC, NY, and PA since 2019, which accounts for 10% of his business. He also works as a financial representative for New Horizon Financial Corp, dedicating about 10-20% of his time to servicing accounts, sales, and investment advice.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Cadaret Grant & CO INC
January 2019 - July 2025 · 6 yrs 6 mos
Cadaret, Grant & CO., INC.Broker
September 2018 - July 2025 · 6 yrs 10 mos
State Registrations29 states
AZCACOCTDCDEFLGAHIIAMAMDMEMIMOMTNCNHNJNMNVNYOHORPASCTXVAVT
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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