Mark Cameron (CRD# 3089057) is an Investment Advisor Representative working at Quartz Partners Investment Management in Las Colinas, TX and has over 25 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Quartz Partners Investment Management | Clifton Park, NY | Apr 2023 - Current | < 1 |
Etico Partners, Llc (dba Cameron Harrod) | Clifton Park, NY | Jan 2018 - Current | 6 |
Etico Wealth Management LLC | Clifton Park, NY | Apr 2016 - Current | 7 |
Dinosaur Financial | New York, NY | Apr 2016 - Jan 2018 | 1 |
Unemployed | Dallas, TX | Jan 2016 - Apr 2016 | < 1 |
The Five Star Institute | Dallas, TX | Jan 2016 - Jan 2016 | < 1 |
Unemployed | Dallas, TX | Sep 2015 - Jan 2016 | < 1 |
Charles Schwab & Company,inc | Southlake, TX | May 2012 - Sep 2015 | 3 |
Charles Schwab Bank | Southlake, TX | May 2012 - Sep 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1998 |
S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management239MILLIONS
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Total Number of Accounts1,189ACCOUNTS
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Average Account Value$201,091
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
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