John
Cameron

D.A. Davidson & Co

CRD#2438424
Investment Advisor
in Portland, OR
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About this Advisor

John Cameron is a certified financial planner whose office is in Portland, Oregon. Currently a registered financial advisor with D.A. Davidson & Co, they have gathered 11 years of practice as a registered advisor. Cameron maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Cameron is able to serve customers based out of Texas and Washington. Throughout their career, they have worked at Primevest Financial Services, Inc, First Independent Bank, Umpqua Bank, Lpl Financial, Umpqua Investments, Inc and D.A. Davidson & Co. D.A. Davidson & Co is based out of Portland, Oregon, and has 67 additional brick-and-mortar locations in the country. In total, D.A. Davidson & Co manages $15 billion in assets dispersed across 47,201 accounts and employs more than 515 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 40,742 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 18% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. D.A. Davidson & Co provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

Yes

Office Location

1300 Sw 5Th Avenue Suite 1950
Portland, OR 97201

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$17,105,038,923

OR Average: $2,609,029,241
Total Number of Employees

630

OR Average: 66
Total Number of Accounts

53,308

OR Average: 6,076
Average Account Size

$320,872

OR Average: $429,399

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

John Cameron Work History

John has 11 years of experience.

2016 - Present (3 years)

D.A. Davidson & Co

2015 - 2016 (1 years)

Umpqua Investments, Inc

2012 - 2016 (4 years)

Umpqua Bank

2012 - 2015 (3 years)

Lpl Financial

2007 - 2012 (5 years)

Primevest Financial Services, Inc

2007 - 2012 (5 years)

First Independent Bank

Disclosures

John Cameron has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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