Cameron Uttley (CRD# 7391171) is an Investment Advisor Representative working at John E. Sestina And Company in Columbus, OH and has 1 year of experience in the finance industry. Cameron Uttley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Sestina And Company | Columbus, OH | Jun 2021 - Current | 2 |
| Mount Vernon Nazarene University | Mt. Vernon, OH | Aug 2019 - May 2021 | 1 |
| Retirement Strategies Ltd | Dublin, OH | May 2020 - Mar 2021 | < 1 |
| Giant Eagle Grocery | Dublin, OH | May 2019 - Feb 2020 | < 1 |
| City Of Hilliard | Hilliard, OH | May 2019 - Aug 2019 | < 1 |
| Student | Mt. Vernon, OH | Jan 2019 - May 2019 | < 1 |
| Student | Mt. Vernon, OH | Aug 2018 - May 2019 | < 1 |
| City Of Hilliard | Hilliard, OH | May 2018 - Aug 2018 | < 1 |
| Student | Hilliard, OH | Mar 2018 - May 2018 | < 1 |
| Giant Eagle Grocery | Hilliard, OH | Dec 2016 - Feb 2018 | 1 |
| Student | Hilliard, OH | Jan 2011 - Dec 2016 | 5 |
- OH
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Total Assets Under Management547MILLIONS
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Total Number of Accounts2,616ACCOUNTS
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Average Account Value$209,090
- 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)
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA
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