KC
KC

Kameron Cambier

5 Years of Experience
Golden, CO
Broker

Kameron Cambier is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Golden, CO, with 5 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

350 Indiana Street, Suite 730, Golden, CO, 80401

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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 Activities

Kameron is an advisory representative of an RIA since 2021, spending about half his time in this role. He is also the owner of Centennial Capital Partners since 2022, dedicating about a third of his time, and a member of SmartVestor since 2023, spending a few hours per week.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2021 - Present · 5 yrs 2 mos
Cambridge Investment Research, INC.Broker
October 2020 - Present · 5 yrs 7 mos
State Registrations40 states
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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.