Cameron Tyler Roney

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:

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

Current Employers

Employment History

• 05/2023 → 08/2023
  Pilot Financial
  Greensboro, NC
• 03/2023 → 05/2023
  Hound Ears Golf And Country Club
  Boone, NC
• 01/2022 → 03/2023
  Alpine Ski Center
  Banner Elk, NC
• 08/2021 → 07/2022
  Train4Life
  Boone, NC
• 05/2022 → 08/2022
  Pilot Financial
  Greensboro, NC
• 08/2022 → 10/2022
  Grandfather Golf And Country Club
  Banner Elk, NC
• 08/2018 → 01/2021
  Greensboro Country Club
  Greensboro, NC
• 08/2019 → 05/2023
  Appalachian State University
  Boone, NC
• 05/2021 → 07/2021
  Diversity Consortium
  Columbia, SC
• 08/2023 → 05/2024
  Lincoln Financial Securities Corporation
  Greensboro, NC
• 08/2015 → 06/2019
  Northwest Guilford High School
  Greensboro, NC
• 05/2024 → Present
  Lpl Financial
  Greensboro, NC

Previous Registrations

• 2024-01-03 → 2024-05-16
  Osaic Fs, Inc.
  Greensboro, NC

Other Businesses

1)04/24/2024-Pilot Financial-DBA for LPL Business (entity for LPL business)-Inv Related-located at reported business location(s) 2)04/24/2024-Pilot Financial-Non-Variable Insurance-Traditional fixed insurance-Inv Related-Located at, Greensboro, NC-start date,12/01/2023-16hrs/mth

Exams

• S66 Uniform Combined State Law Examination
  2023-12-22
• S63 Uniform Securities Agent State Law Examination
  2023-12-01

Other Names

• Cameron Tyler Roney
• Cameron Roney