Best Investors Account Sign in
Inactive

Cameron Scott Andre

Creative Planning

Cranford, NJ

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-28
NJ RA APPROVED 2018-06-19
  • TX RA
    APPROVED
    Since 2023-08-28
  • NJ RA
    APPROVED
    Since 2018-06-19

Branch Locations

327 Walnut Avenue, Cranford, NJ 07016 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Jpmorgan Chase New York NY 06/2015 03/2017
Wiss Wealth Management Llc Livingston NJ 08/2017 06/2018
Wiss & Co., Llc Livingston NJ 04/2017 06/2018
Creative Planning Cranford NJ 06/2018 Present
  • 06/2015 → 03/2017
    Jpmorgan Chase
    New York, NY
  • 08/2017 → 06/2018
    Wiss Wealth Management Llc
    Livingston, NJ
  • 04/2017 → 06/2018
    Wiss & Co., Llc
    Livingston, NJ
  • 06/2018 → Present
    Creative Planning
    Cranford, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-02
S63 Uniform Securities Agent State Law Examination 2005-07-01
  • S65 Uniform Investment Adviser Law Examination
    2010-06-02
  • S63 Uniform Securities Agent State Law Examination
    2005-07-01
Designations
Other Names
  • Cameron S Andre

View on SEC IAPD

Other Firms

MD WEALTH ADVISORS INC
EVERGUIDE FINANCIAL GROUP, LLC
WBB SECURITIES, LLC
CETERA INVESTMENT ADVISERS LLC
INFINITY FINANCIAL SERVICES ADVISORY
AE WEALTH MANAGEMENT, LLC
FIDELIS INVESTORS, LLC
OTR GLOBAL LLC

Other Investors

Mohit Desai
MARK R PAINTER
STEPHEN GILBERTPAUL BROZAK
JOHN MICHAEL LAPILUSA
THOMAS FRANCIS ROCHE
KEITH BALLA
PETER JOHN FLOERSCH
JOSEPH A MEDINA

Other Offices

MD WEALTH ADVISORS INC · CRANFORD, NJ
EVERGUIDE FINANCIAL GROUP, LLC · CRANFORD, NJ
WBB SECURITIES, LLC · CRANFORD, NJ
CETERA INVESTMENT ADVISERS LLC · CRANFORD, NJ
CETERA INVESTMENT ADVISERS LLC · CRANFORD, NJ
INFINITY FINANCIAL SERVICES ADVISORY · Cranford, NJ
AE WEALTH MANAGEMENT, LLC · Cranford, NJ
FIDELIS INVESTORS, LLC · CRANFORD, NJ

More in Cranford, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor