Cameron Scott Stansbury

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → Present
  Trioak Financial Group
  Beaumont, TX
• 05/2023 → 09/2023
  Sagepoint Financial, Inc.
  Beaumont, TX
• 12/2021 → 06/2022
  H-E-B
  Port Arthur, TX
• 01/2013 → 01/2023
  School
  Port Neches, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Beaumont, TX

Other Businesses

CHARLES R. GREEN & ASSOCIATES, INC POSITION: Financial Advisor / Director of Communications NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 08/19/2024 ADDRESS: 1612 Summit Ave, Ste 350, Fort Worth TX 76102, United States DESCRIPTION: Maintain, open and close client accounts; process trades as directed by advisor, servicing clients. Meet with clients and oversee marketing and communications

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-25
• S63 Uniform Securities Agent State Law Examination
  2024-06-10