Cameron Dion (CRD# 6963032) is an Investment Advisor Representative working at Morgan Stanley in Chicago, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Smith Barney LLC | Chicago, IL | May 2021 - Current | 2 |
Doordash | Algonquin, IL | May 2020 - Apr 2021 | < 1 |
Freddy's Frozen Custard And Steakburgers | Ames, IA | Sep 2018 - Apr 2020 | 1 |
Panera Bread | Crystal Lake, IL | May 2018 - Aug 2018 | < 1 |
Morgan Stanley | Chicago, IL | May 2018 - Aug 2018 | < 1 |
Iowa State University | Ames, IA | Jan 2018 - May 2018 | < 1 |
Panda Express | Ames, IA | Jan 2017 - Dec 2017 | < 1 |
Iowa State University | Ames, IA | Sep 2016 - Dec 2016 | < 1 |
Pinecrest Golf Club | Huntley, IL | Jun 2016 - Sep 2016 | < 1 |
Iowa State University | Ames, IL | Sep 2015 - Jun 2016 | < 1 |
Walmart | Algonquin, IL | May 2015 - Sep 2015 | < 1 |
Huntley High School | Huntley, IL | Jan 2011 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- IL
- TX
-
Total Assets Under Management1,185,061MILLIONS
-
Total Number of Accounts2,233,188ACCOUNTS
-
Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.