Cameron Anderson, financial advisor Fountain CO

Cameron Anderson

CRD Number: 6764444
Current Firm: Cuso Financial Services

Cameron Anderson (CRD# 6764444) is an Investment Advisor Representative working at Cuso Financial Services in Fountain, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ent Credit Union Fountain, CO Apr 2021 - Current 3
Cuso Financial Services, LP San Diego, CA Apr 2021 - Current 3
Charles Schwab & Company, Inc. Colorado Springs, CO May 2020 - Mar 2021 < 1
Ever Forward Travel LLC Colorado Springs, CO Nov 2018 - Jan 2021 2
Cameron Anderson Colorado Springs, CO Oct 2014 - Jan 2021 6
Usaa Investment Management Company Colorado Springs, CO Jan 2018 - May 2020 2
Usaa Financial Advisors Inc. Colorado Springs, CO Mar 2017 - May 2020 3
Usaa Financial Planning Services Colorado Springs, CO Feb 2015 - May 2020 5
Youtube.com San Bruno, CA May 2018 - Jan 2020 1
Ipsos Mobile New York, NY Dec 2017 - Oct 2018 < 1
Italki Hk Limited Kowloon, Jan 2018 - May 2018 < 1
Unemployed Colorado Springs, CO Nov 2014 - Feb 2015 < 1
Brand Managers Colorado Springs, CO Oct 2013 - Nov 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Cameron G. Anderson
Phone Number: 800-686-4724
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,665
    MILLIONS
  • Total Number of Accounts
    26,968
    ACCOUNTS
  • Average Account Value
    $172,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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