Cameron Blake Bozeman

Employer firm

Magellan Planning Group CRD 338739

$210M regulatory AUM 251 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2021 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → 01/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2015 → Present
  Magellan Planning Group, Inc.
  Atlanta, GA

Previous Registrations

• 2023-03-23 → 2025-12-31
  Cetera Investment Advisers Llc
  Atlanta, GA
• 2021-06-09 → 2023-06-29
  Cetera Wealth Services, Llc
  Atlanta, GA
  Greenville, SC
• 2009-04-29 → 2021-06-09
  Voya Financial Advisors, Inc.
  Atlanta, GA
  Greenville, SC
• 2007-06-05 → 2009-04-16
  Optimum Wealth Management, Llc
  Woodstock, GA
• 2008-11-25 → 2008-12-22
  Raymond James Financial Services, Inc.
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-10-20
• S65 Uniform Investment Adviser Law Examination
  2007-03-13

Other Names

• Blake Bozeman
• C Blake Bozeman