KA
KA

Kameron Anderson

5 Years of Experience
Payson, UT
Broker

Kameron Anderson is a registered investment advisor at LPL Financial LLC, based in Payson, UT, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

967 S Turf Farm Rd, Payson, UT, 84651

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
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.Broker
May 2024 - May 2025 · 1 yr
Cuso Financial Services, L.P.
May 2024 - May 2025 · 1 yr
Morgan Stanley
March 2024 - May 2024 · 2 mos
Morgan StanleyBroker
January 2023 - May 2024 · 1 yr 4 mos
E*trade Securities LLCBroker
January 2021 - September 2023 · 2 yrs 8 mos
State Registrations12 states
AZFLIDMIMTNCNYOHORTXUTWA
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.