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Cameron Bryce Fraker

LPl Financial LLC

Greenwood Village, CO

CRD 6365230

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • CO RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

5299 Dtc Blvd, Ste 1170, Greenwood Village, CO 80111 • 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
Waddell & Reed, Inc Greenwood Village CO 04/2015 Present
Various Insurance Carriers For W&R Insurance Agencies Denver CO 04/2015 Present
Johlfs Inc Dba Johlfs Financial Group Aurora CO 08/2017 Present
Craig Johlfs Denver CO 01/2017 Present
Lpl Financial Llc Greenwood Village CO 07/2021 Present
  • 04/2015 → Present
    Waddell & Reed, Inc
    Greenwood Village, CO
  • 04/2015 → Present
    Various Insurance Carriers For W&R Insurance Agencies
    Denver, CO
  • 08/2017 → Present
    Johlfs Inc Dba Johlfs Financial Group
    Aurora, CO
  • 01/2017 → Present
    Craig Johlfs
    Denver, CO
  • 07/2021 → Present
    Greenwood Village, CO
Previous Registrations
  • 2015-04-08 → 2021-07-21
    Waddell & Reed
    Las Vegas, NV
    Greenwood Village, CO
Other Businesses

1) 7/2021 - Non-Variable Insurance - Cameron Fraker - Investment Related - Greenwood Village, CO 80111 2) 12/12/2023 - Johlfs Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/15/2023 - 160 Hours Per Month/ 8 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-11
  • S66 Uniform Combined State Law Examination
    2014-09-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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