Cameron Roth (CRD# 6903781) is an Investment Advisor Representative working at Mcdowell Associates Investments, LP in Greensburg, PA and has over 5 years of experience in the finance industry.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kattan Ferretti Financial LP | Greensburg, PA | Jan 2021 - Current | 3 |
Mcdowell Associates Investments, LP | Greensburg, PA | Jan 2021 - Current | 3 |
Thor Financial Technologies | Greensburg, PA | Sep 2020 - Current | 3 |
Albatross Capital, LLC | Greensburg, PA | Jan 2019 - Current | 5 |
Kattan Ferretti Financial LP | Greensburg, PA | Jan 2018 - Current | 6 |
Kattan Ferretti Financial | Greensburg, PA | May 2017 - Current | 7 |
N/a | N/a, PA | May 2016 - May 2017 | 1 |
Student | Latrobe, PA | Sep 1998 - May 2016 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- PA
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$165,517
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
PA
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