Cameron Lee

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2016 → 06/2021
  Sherwood School District
  Sherwood, OR
• 09/2021 → 06/2025
  University Of Oregon
  Eugene, OR
• 05/2021 → 12/2022
  Target
  Sherwood, OR
• 06/2023 → 12/2023
  Nitro Logistics
  Tualatin, OR
• 06/2024 → 12/2024
  Nordstrom
  Tigard, OR
• 01/2025 → 07/2025
  Oregon Ruff Runners
  Eugene, OR
• 07/2025 → 10/2025
  Unemployed
  Sherwood, OR
• 10/2025 → 06/2026
  Guardian Life Insurance Company
  Lake Oswego, OR
• 02/2026 → 06/2026
  Park Avenue Securities
  Lake Oswego, OR
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Portland, OR

Previous Registrations

• 2026-04-28 → 2026-06-04
  Park Avenue Securities Llc
  Lake Oswego, OR

Exams

• S66 Uniform Combined State Law Examination
  2026-04-15

Other Names

• Cameron Joseph Lee
• Cameron Lee