Cameron
Meares

Cornerstone Wealth

CRD#6954083
Investment Advisor
in Lexington, SC

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About this Advisor

Cameron Meares is a financial advisor based in Lexington, South Carolina, working with Cornerstone Wealth. Cameron has previously held positions at University Of South Carolina, Rhett Sinclair And Associates LLC, Cornerstone Wealth Group LLC, Ase Financial Advisory Group, South Aiken High School, UBS Financial Services Inc, and Cornerstone Wealth Group, LLC. Cameron has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Cameron is part of Cornerstone Wealth, which operates out of Lexington, South Carolina. The firm has 7 offices and 50 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. 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 other services. The fee structure at Cornerstone Wealth includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

201 West Main Street Suite B
Lexington, SC 29072

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Cornerstone Wealth Brokerage Details

Total Assets Under Management

$1,292,570,659

SC Average: $3,625,019,099
Total Number of Employees

50

SC Average: 22
Total Number of Accounts

2,093

SC Average: 1,917
Average Account Size

$617,568

SC Average: $1,890,985

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
  • Other

Cameron Meares Work History

2022 - Present (2 years)

Cornerstone Wealth Group, LLC

2020 - 2020 (< 1 year)

Rhett Sinclair And Associates LLC

2020 - 2022 (2 years)

Ubs Financial Services Inc

2019 - 2019 (< 1 year)

Cornerstone Wealth Group LLC

2018 - 2018 (< 1 year)

Ase Financial Advisory Group

2016 - 2020 (4 years)

University Of South Carolina

2012 - 2016 (4 years)

South Aiken High School

Disclosures

Please visit the SEC profile of Cameron Meares 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 Cornerstone Wealth

Sean Bandazian
Huntersville, NC
Jerett Dimarzio
Huntersville, NC
Matthew Moyzis
Huntersville, NC
Jeffrey Powell
Greensboro, NC
Matthew Sandberg
Huntersville, NC
Richard Fallon
Huntersville, NC
Andrea Pine
Huntersville, NC
Zachary Sutton
Tampa, FL

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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