Cameron Barker (CRD# 7883919) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Milestone Financial Planning, LLC | Bedford, NH | Sep 2023 - Current | < 1 |
| Service Credit Union | Portsmouth, NH | Jun 2023 - Aug 2023 | < 1 |
| When Pigs Fly | Kittery, ME | Dec 2021 - Aug 2023 | 1 |
| Full-time Student | Wells, ME | Aug 2021 - Dec 2021 | < 1 |
| York Harbor Inn | York, ME | Jun 2021 - Aug 2021 | < 1 |
| Full-time Student | Wells, ME | Aug 2019 - Jun 2021 | 1 |
| Morrison Center | Scarborough, ME | Jun 2019 - Aug 2019 | < 1 |
| Full-time Student | Wells, ME | Aug 2017 - Jun 2019 | 1 |
| Norseman Resort | Ogunquit, ME | Jun 2017 - Aug 2017 | < 1 |
| Full-time Student | Wells, ME | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- NH
-
Total Assets Under Management424MILLIONS
-
Total Number of Accounts929ACCOUNTS
-
Average Account Value$456,288
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, LA, MA, ME, NC, NH, PA, RI, TX, VT
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