TC
CFP
TC
CFP

Tanner L. Cameron

8 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
697 clients
Average Client Portfolio
$809K average
Assets Under Management
$563.9M

Fee Structure

Minimum Investment:None
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Location

215 Union Blvd., Suite 215, Lakewood, CO, 80228

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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

Tanner is an insurance agent at Legacy Wealth Partners, LLC since 2020, focusing on fixed insurance and annuities. This activity takes about 10-20% of his time, with all hours occurring during securities trading hours.

Employment History
Current Registrations
Legacy Wealth Partners, LLC
March 2025 - Present · 11 mos
Previous Registrations
Aveo Capital Partners, LLC
September 2020 - April 2025 · 4 yrs 7 mos
Adp Broker-Dealer, INC.Broker
June 2017 - May 2020 · 2 yrs 11 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Tanner L. Cameron - Financial Advisor | TrueAdvisor