Cameron Cole Valadez

Current Employers

Employment History

• 09/2014 → 07/2021
  Waddell & Reed, Inc
  Riverside, CA
• 01/2015 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Yucaipa, CA
• 08/2020 → 07/2021
  Plan-It Office Management, Inc.
  Yucaipa, CA
• 07/2021 → Present
  Lpl Financial Llc
  Riverside, CA

Previous Registrations

• 2015-02-12 → 2021-07-21
  Waddell & Reed
  Riverside, CA
  Las Vegas, NV
  Riverside, CA

Other Businesses

1) 2015 - Non-Variable Insurance - Cameron Valadez - Investment Related - 8 hr/mon - Riverside, CA 92507 2) 8/2020 - Business Entity For Tax/Investment Purposes Only - Plan-It Office Management, Inc - Not Investment Related - 72 hr/mon - 2% - Riverside, CA 92507 3) 02/28/2022 - Planable Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/12/2021. 4) 10/2/2023: No business name; Other - Co Author Small Book for Marketing Purpose.; Not inv. related; start date 10/12/2023; 6hrs/mo.; 0hrs during trading. 5) 10/5/2023: No business name; Riverside, CA; Other - Speaking Engagements; Not inv. related; start date 11/7/2023; 1hr/mo.; 0hrs during trading. 6) 02/23/2024 - Plan-It Business Services - At reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Enrolled Agent - Started: 3/16/2024 - 4 Hrs/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-12

Designations