Cameron
Rankin

B.O.S.S. Retirement Advisors, LLC

CRD#7710155
Investment Advisor
in Lehi, UT

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About this Advisor

Cameron Rankin is a financial advisor working in Lehi, Utah. Rankin is an employee of B.O.S.S. Retirement Advisors, LLC. The advisor has gained experience at B.O.S.S Retirement Advisors, LLC, Certainteed, Jordon School District, Kelly Services, Alpine School District, Reads & Counts, Church Of Jesus Christ Of Latter Day Saints and N/A. Rankin has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Utah. B.O.S.S. Retirement Advisors, LLC is a financial advisory business headquartered in Lehi, UT. It has offices in eight locations and a total of 50 financial advisors. It manages $588 million in assets across its 8,405 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 8,405 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company offers a few services, such as financial planning services and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. Fees billed by B.O.S.S. Retirement Advisors, LLC most likely include any combination of fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Selection of other advisers

Fee Structure

Fixed Fees, Others

Office Location

3400 N Ashton Blvd Suite 190
Lehi, UT 84043

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B.O.S.S. Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$588,000,000

UT Average: $693,624,108
Total Number of Employees

50

UT Average: 12
Total Number of Accounts

8,405

UT Average: 1,115
Average Account Size

$69,958

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers

Cameron Rankin Work History

Cameron has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

B.O.S.S Retirement Advisors, LLC

2020 - 2022 (2 years)

Certainteed

2019 - 2020 (1 year)

Jordon School District

2018 - 2019 (1 year)

Kelly Services

2017 - 2018 (1 year)

Alpine School District

2016 - 2017 (1 year)

N/A

2014 - 2016 (2 years)

Reads & Counts

2012 - 2014 (2 years)

Church Of Jesus Christ Of Latter Day Saints

*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 Rankin 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 B.O.S.S. Retirement Advisors, LLC

Edward Griffin
Lehi, UT
Melanie Tingey
Lehi, UT
David Whitworth
Lehi, UT
David Boyd
Lehi, UT
Tyler Huband
Lehi, UT
Brady Fuller
Lehi, UT
Cameron Rankin
Lehi, UT
Tobias Shiner
Lehi, UT

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.

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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.

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