Cameron
Mccarty

Vivid Wealth Management, LLC

CRD#5426177
Investment Advisor
in West Des Moines, IA

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About this Advisor

Cameron Mccarty is a financial advisor based in West Des Moines, Iowa, working with Vivid Wealth Management, LLC. Cameron has previously held positions at National Investors, Vivid Tax Advisory Services, LLC, and Vivid Wealth Management, LLC. Cameron has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Cameron is part of Vivid Wealth Management, LLC, which operates out of West Des Moines, Iowa. The firm has 2 employees and manages assets totaling $171.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Vivid Wealth Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2600 Westown Parkway Suite 150
West Des Moines, IA 50266

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Vivid Wealth Management, LLC Brokerage Details

Total Assets Under Management

$171,948,835

IA Average: $9,259,360,772
Total Number of Employees

2

IA Average: 166
Total Number of Accounts

930

IA Average: 7,189
Average Account Size

$184,891

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Cameron Mccarty Work History

2022 - Present (3 years)

Vivid Wealth Management, LLC

2015 - Present (10 years)

Vivid Tax Advisory Services, LLC

2007 - 2015 (8 years)

National Investors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Cameron Mccarty 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 Vivid Wealth Management, LLC

Thomas Breitbach
West Des Moines, IA
Cameron Mccarty
West Des Moines, IA

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