Cameron Roa

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 02/2013 → 06/2018
  Unemployed
  Port Orange, FL
• 06/2018 → 12/2020
  Splash Car Wash
  Port Orange, FL
• 12/2020 → 05/2021
  Unemployed
  Port Orange, FL
• 05/2021 → 12/2021
  Black Knight Financial Services
  Jacksonville, FL
• 12/2021 → 06/2022
  Unemployed
  Port Orange, FL
• 06/2022 → 08/2022
  Fisher Investments
  Camas, WA
• 02/2023 → Present
  Charles Schwab & Co., Inc.
  Southlake, TX
• 08/2022 → 02/2023
  Unemployed
  Port Orange, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-07-12
• S63 Uniform Securities Agent State Law Examination
  2023-06-22