Cameron Mcfarlane is a registered investment advisor at LPL Financial LLC, based in Cos Cob, CT, with 8 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
119 E Putnam Ave, Cos Cob, CT, 06807
Get directionsHistory
Regulatory History
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 Activities
Cameron is a financial advisor with Wilmington Advisors @ M&T, operating as a DBA for their LPL business, dedicating nearly full-time hours to this role. Cameron also serves as Secretary on the board of SoNo Place, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
People's United Advisors, INC.
People's Securities, INC.
People's Securities, INC.Broker
State Registrations19 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.