Cameron Lee Mcgregor

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 08/2021 → 07/2024
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2019 → 07/2020
  Northwestern Mutual
  Denver, CO
• 08/2017 → 06/2021
  University Of Oregon
  Eugene, OR
• 03/2014 → 07/2017
  Unemployed
  Denver, CO
• 03/2025 → Present
  Fisher Investments
  Camas, WA
• 08/2024 → 02/2025
  Unemployed
  Denver, CO

Previous Registrations

• 2024-03-18 → 2024-07-31
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Other Businesses

Name - McG Properties Ltd., the business is not investment related, address: 4960 Lakeshore Dr., Littleton, CO 80123, business set up for renting out my property in Colorado, I am the listed agent, devote no more than an hour per month on the LLC none of which are during trading hours, my responsibility is just to pay the bills for the property.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-18
• S63 Uniform Securities Agent State Law Examination
  2022-02-08

Other Names

• Cameron Mcgregor