Cameron
Hackett

Alternativ Wealth

CRD#5685857
Investment Advisor
in Richmond, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Cameron Hackett is a financial advisor operating out of Richmond, California who has 1 year of relevant experience. Hackett works at Alternativ Wealth. Over the course of their career, Hackett has held roles at La Crescenta Presbyterian, National Securities Corporation, Claraphi Advisory Network, LLC and National Asset Management. Hackett maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Alternativ Wealth is an advisory company that has its headquarters in Irvine, CA. The investment advisory business has offices in 15 locations and a total of 38 employees. It handles $430 million in assets under management among its 2,231 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 2,231 client accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets. The firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management usually depend on which services are offered. However, fees billed by Alternativ Wealth may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Richmond, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Alternativ Wealth Brokerage Details

Total Assets Under Management

$429,817,431

CA Average: $7,578,581,321
Total Number of Employees

38

CA Average: 43
Total Number of Accounts

2,231

CA Average: 3,727
Average Account Size

$192,657

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Cameron Hackett Work History

Cameron has been registered as a financial advisor for 1 years.*

2016 - Present (8 years)

Claraphi Advisory Network, LLC

2015 - 2015 (< 1 year)

National Asset Management

2014 - 2015 (1 year)

National Securities Corporation

2010 - 2014 (4 years)

La Crescenta Presbyterian

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cameron Hackett 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 Alternativ Wealth

Darren Whissen
Irvine, CA
Roland Chow
Burlingame, CA
Lorrie Clark
Lavernia, TX
Kyon Pannill
Byron Center, MI
Peyton Hawkes
Irvine, CA
Burton Brown
Irvine, CA
Richard Roscelli
Irvine, CA
Devin Turner
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started