Cameron
Broderick

Osaic Wealth, Inc

CRD#6630391
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Cameron Broderick is a financial advisor based in Oklahoma City, Oklahoma, working with Osaic Wealth, Inc. Cameron has previously held positions at Abilene Country Club, Abilene Christian University, Hendrick Medical Center, Equitable Financial Life Insurance Co, Equitable Advisors, LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Abilene Christian University, Fsc Securities Corporation, and Osaic Wealth, Inc. Cameron has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Cameron is part of Osaic Wealth, Inc, which operates out of Oklahoma City, Oklahoma. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 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, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3636 North Roff Avenue
Oklahoma City, OK 73112

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Osaic Wealth, Inc Brokerage Details

Total Assets Under Management

$94,557,613,744

OK Average: $1,555,372,352
Total Number of Employees

6,838

OK Average: 37
Total Number of Accounts

437,201

OK Average: 1,370
Average Account Size

$216,280

OK Average: $1,135,308

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

Cameron Broderick Work History

2023 - Present (1 year)

Osaic Wealth, Inc

2022 - 2023 (1 year)

Fsc Securities Corporation

2021 - 2022 (1 year)

Jpmorgan Chase Bank, N.A

2021 - 2022 (1 year)

J.P. Morgan Securities LLC

2016 - 2021 (5 years)

Equitable Financial Life Insurance Co

2016 - 2021 (5 years)

Equitable Advisors, LLC

2015 - 2015 (< 1 year)

Hendrick Medical Center

2014 - 2015 (1 year)

Abilene Christian University

2012 - 2015 (3 years)

Abilene Country Club

2012 - 2016 (4 years)

Abilene Christian Univeristy

Disclosures

Please visit the SEC profile of Cameron Broderick 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 Osaic Wealth, Inc

Mikal Ludolph
Waterloo, IA
James Cosgriff
Buffalo, NY
Austin Kemmerer
Effingham, IL
Zachary Mcqueen
Overland Park, KS
Phillip Laird
Lake Worth, FL
Thomas Wagaman
Mc Lean, VA
David Watercutter
Fort Wayne, IN
Karly Witte
Emporia, KS

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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