Cameron
Smith
Ieq Capital, LLC
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About this Advisor
Cameron Smith is a financial advisor based in San Mateo, California, working with Ieq Capital, LLC. Cameron has previously held positions at Unemployment Inc (Unemployed), UBS Financial Services, and Ieq Capital, LLC. Cameron has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Cameron is part of Ieq Capital, LLC, which operates out of San Mateo, California. The firm has 9 offices and 156 employees. The firm manages assets totaling $23.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Ieq Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ieq Capital, LLC Brokerage Details
$23,584,354,606
156
1,434
$16,446,551
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Cameron Smith Work History
Ieq Capital, LLC
Ubs Financial Services
Unemployment Inc(Unemployed)
Disclosures
Please visit the SEC profile of Cameron Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ieq Capital, LLC
Los Angeles, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
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