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Daniel George Cameron

Cetera Investment Advisers LLC

Palm Beach Gardens, FL

CRD 4738880

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-12
  • FL RA
    APPROVED
    Since 2022-04-12

Branch Locations

Palm Beach Gardens, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crump Exton PA 06/2007 Present
Long Term Care Solutions Cherry Hill NJ 09/2012 Present
Cetera Financial Specialists Llc Schaumburg IL 12/2014 Present
Cetera Investment Advisers Llc Schaumburg IL 12/2014 Present
  • 06/2007 → Present
    Crump
    Exton, PA
  • 09/2012 → Present
    Long Term Care Solutions
    Cherry Hill, NJ
  • 12/2014 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 12/2014 → Present
    Schaumburg, IL
Previous Registrations
  • 2007-06-29 → 2014-12-01
    Cherry Hill, NJ
    Mount Laurel, NJ
  • 2007-01-03 → 2007-07-02
    Msi Financial Services, Inc.
    Marlton, NJ
    Marlton, NJ
Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2019 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, LONG TERM CARE AND MEDICARE SUPPLIMENTS ; 2) LONG TERM CARE SOLUTIONS; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; LONG TERM CARE INSURANCE AND PLANNING; START 2001; 10-20 HOURS/WEEK DURING TRADING HOURS; INSURANCE SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-03
S63 Uniform Securities Agent State Law Examination 2004-04-06
  • S65 Uniform Investment Adviser Law Examination
    2005-01-03
  • S63 Uniform Securities Agent State Law Examination
    2004-04-06

View on SEC IAPD

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