Roger Ervon Cammon

Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/1983 → Present
  Bryant Group, Inc.
  St. Louis, MO
• 12/2001 → Present
  M. Holdings Securities, Inc.
  Portland, OR
• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. ST LOUIS PRIORY SCHOOL; 500 S. MASON RD, ST LOUIS, MO 63141; FINANCE COMMITTEE MEMBER; START 9/6/2011; APPROX 2 HRS/MO. 2. CAMMON COMPANY; 701 MARKET STREET, SUITE 1200, ST. LOUIS, MO 63101; START 4/1/2020; PRESIDENT; APPROX 160 HRS/MONTH. 3. EQUITABLE AGENTS REINSURNANCE COMPANY; 3030 N. 3RD ST, PHOENIX, AZ 85012; BOARD MEMBER; START 2/9/2022; APPROX 1 HR/MONTH. 5. VARIOUS OUTSIDE INSURANCE APPOINTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-21
• S63 Uniform Securities Agent State Law Examination
  1991-10-22