Sydney Cameron is a registered investment advisor at LPL Financial LLC, based in Lacey, WA, with 1 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
612 Woodland Square Loop Se, Ste 320, Lacey, WA, 98503
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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 ActivitiesSells Insurance
Sydney operates under Cameron Wealth Management as a DBA for her LPL business and provides administrative support to Financial Advocates Investment Management, dedicating nearly full-time hours to these activities. Sydney also offers health, dental, and disability insurance through McSwain Financial Services, taking about 10-20% of her time, and works as a high school tennis assistant coach.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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