Tanner L. Cameron

Employer firm

Legacy Wealth Partners, LLC CRD 333032

$646M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2017 → 05/2020
  Adp Broker Dealer Inc.
  Tucson, AZ
• 05/2017 → 05/2020
  Adp Llc.
  Tucson, AZ
• 02/2017 → 04/2017
  Catalyst Group Development
  Tucson, AZ
• 11/2016 → 02/2017
  Legacy Wealth Partners
  Lakewood, CO
• 08/2016 → 11/2016
  Mural
  Tucson, AZ
• 05/2017 → 01/2025
  Catalyst Group Development
  Tucson, AZ
• 09/2020 → 04/2025
  Aveo Capital Partners
  Englewood, CO
• 05/2020 → 09/2020
  Legacy Financial Partners
  Greenwood Village, CO
• 03/2025 → Present
  Legacy Wealth Partners, Llc
  Lakewood, CO

Previous Registrations

• 2020-09-21 → 2025-04-01
  Aveo Capital Partners, Llc
  Englewood, CO
  Lakewood, CO

Other Businesses

~1) Legacy Wealth Partners, LLC; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start date: 12/2020; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance and annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-04
• S63 Uniform Securities Agent State Law Examination
  2017-06-19

Designations

• Certified Financial Planner