CB
CB

Cameron Branum

6 Years of Experience
Oklahoma City, OK
Broker

Cameron Branum is a registered investment advisor at Wells Fargo Advisors, based in Oklahoma City, OK, with 6 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

3420 NW 135th St, [Satellite], Oklahoma City, OK, 73120

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wells Fargo Advisors
February 2024 - Present · 2 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Core Planning
October 2021 - February 2024 · 2 yrs 4 mos
Phillips Capital Advisors, INC.
October 2020 - June 2021 · 8 mos
T.S. Phillips Investments, INC.Broker
October 2020 - June 2021 · 8 mos
Wells Fargo Clearing Services, LLC
August 2019 - January 2021 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
July 2019 - January 2021 · 1 yr 6 mos
State Registrations6 states
CODCMOMSOKTX
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.