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Cameron Matthew St. Martin

LPl Financial LLC

Miami Beach, FL

Thousand Oaks, CA

Mt Pleasant, SC

CRD 6726174

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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
FL RA APPROVED 2026-03-12
TX RA APPROVED_RES 2023-08-03
SC RA APPROVED 2022-10-10
CA RA APPROVED 2020-09-15
  • FL RA
    APPROVED
    Since 2026-03-12
  • TX RA
    APPROVED_RES
    Since 2023-08-03
  • SC RA
    APPROVED
    Since 2022-10-10
  • CA RA
    APPROVED
    Since 2020-09-15

Branch Locations

Miami Beach, FL • United States

250 Lombard St Ste 5, Thousand Oaks, CA 91360 • United States

Mt Pleasant, SC • 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
Lincoln Investment Fort Washington PA 07/2017 04/2018
Wilkens-Weber Financial & Insurance Services Woodland Hills CA 11/2016 04/2018
Ohio National Financial Services Cincinnati OH 11/2016 05/2018
The Auto Gallery Woodland Hills CA 08/2015 10/2016
Cwm, Llc Omaha NE 06/2018 01/2019
Cetera Advisor Networks El Segundo CA 06/2018 01/2019
Cameron St Martin Topanga CA 02/2019 03/2020
Unemployed Topanga CA 04/2020 08/2020
Lpl Financial, Llc Thousand Oaks CA 09/2020 03/2021
Lpl Financial Llc Thousand Oaks CA 03/2021 Present
  • 07/2017 → 04/2018
    Lincoln Investment
    Fort Washington, PA
  • 11/2016 → 04/2018
    Wilkens-Weber Financial & Insurance Services
    Woodland Hills, CA
  • 11/2016 → 05/2018
    Ohio National Financial Services
    Cincinnati, OH
  • 08/2015 → 10/2016
    The Auto Gallery
    Woodland Hills, CA
  • 06/2018 → 01/2019
    Omaha, NE
  • 06/2018 → 01/2019
    Cetera Advisor Networks
    El Segundo, CA
  • 02/2019 → 03/2020
    Cameron St Martin
    Topanga, CA
  • 04/2020 → 08/2020
    Unemployed
    Topanga, CA
  • 09/2020 → 03/2021
    Thousand Oaks, CA
  • 03/2021 → Present
    Thousand Oaks, CA
Previous Registrations
  • 2018-06-06 → 2019-02-12
    Agoura Hills, CA
    Agoura Hills, CA
Other Businesses

1. 09/15/2020 - WILKINS/WEBER FINANCIAL & INSURANCE SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ THOUSAND OAKS, CA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-28
  • S66 Uniform Combined State Law Examination
    2018-02-28
Other Names
  • Cameron Matthew St Martin

View on SEC IAPD

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