Sharla
Cameron

Financial Advocates Investment Management

CRD#4934768
Investment Advisor
in Lacey, WA

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About this Advisor

Sharla Cameron is a financial advisor based in Lacey, Washington, working with Financial Advocates Investment Management. Sharla has previously held positions at Lpl Financial LLC and Financial Advocates Investment Management. Sharla has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Sharla is part of Financial Advocates Investment Management, which operates out of Lacey, Washington. The firm has 56 offices and 99 employees. The firm manages assets totaling $3.9 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, and pension consulting services. The fee structure at Financial Advocates Investment Management includes asset-based, hourly, and fixed 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

612 Woodland Square Loop Se Building C, Suite 320
Lacey, WA 98503

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Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$3,854,677,483

WA Average: $3,566,627,242
Total Number of Employees

99

WA Average: 46
Total Number of Accounts

19,268

WA Average: 1,499
Average Account Size

$200,056

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Sharla Cameron Work History

2014 - Present (10 years)

Financial Advocates Investment Management

2005 - Present (19 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Sharla Cameron 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 Financial Advocates Investment Management

Grant Smith
Olympia, WA
Thomas Delaney
Olympia, WA
Crystal Beineke
Edmonds, WA
Jason Berglund
Sequim, WA
Brock Bennion
Olympia, WA
James Morrison
Yakima, WA
Brian Jacobus
Olympia, WA
Susan Beardsley
Edmonds, WA

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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