Cameron
Roney

Lpl Financial LLC

CRD#7537161
Investment Advisor
in Greensboro, NC

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About this Advisor

Cameron Roney is a financial advisor based in Greensboro, North Carolina, working with Lpl Financial LLC. Cameron has previously held positions at Pilot Financial, Hound Ears Golf And Country Club, Alpine Ski Center, Train4Life, Grandfather Golf And Country Club, Greensboro Country Club, Appalachian State University, Diversity Consortium, Lincoln Financial Securities Corporation, Northwest Guilford High School, Northwest Guilford Middle School, and Lpl Financial. Cameron has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Cameron is part of Lpl Financial LLC, which operates out of Greensboro, North Carolina. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1010 N Elm St
Greensboro, NC 27401

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

NC Average: $646,059,043
Total Number of Employees

35,841

NC Average: 13
Total Number of Accounts

1,910,545

NC Average: 661
Average Account Size

$242,588

NC Average: $977,396

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
  • Educational seminars/workshops
  • Other

Cameron Roney Work History

2024 - Present (0 year)

Lpl Financial

2023 - Present (1 year)

Lincoln Financial Securities Corporation

2023 - 2023 (< 1 year)

Pilot Financial

2023 - 2023 (< 1 year)

Hound Ears Golf And Country Club

2022 - 2023 (1 year)

Alpine Ski Center

2022 - 2022 (< 1 year)

Pilot Financial

2022 - 2022 (< 1 year)

Grandfather Golf And Country Club

2021 - 2022 (1 year)

Train4Life

2021 - 2021 (< 1 year)

Diversity Consortium

2019 - 2023 (4 years)

Appalachian State University

2018 - 2021 (3 years)

Greensboro Country Club

2015 - 2019 (4 years)

Northwest Guilford High School

2013 - 2015 (2 years)

Northwest Guilford Middle School

Disclosures

Please visit the SEC profile of Cameron Roney 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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