Lisa Cameron (CRD# 4845711) is an Investment Advisor Representative working at Savant Investment Advisers, Inc. in Homewood, IL and has over 19 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 |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Homewood, IL | Aug 2004 - Current | 19 |
| Savant & Associates, Inc. | Homewood, IL | Aug 2004 - Current | 19 |
| Lisa D. Cameron, Cpa | Crete, IL | Apr 1998 - Current | 26 |
| Results Now, Inc. | Homewood, IL | Feb 1996 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- IL
- TX
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts442ACCOUNTS
-
Average Account Value$296,991
- A percentage of assets under your management
- Hourly charges
- 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
IL, IN, TX
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