Cameron Koplik (CRD# 5947132) is an Investment Advisor Representative working at Commonwealth Financial Network in Bridgewater, NJ and has over 12 years of experience in the finance industry. Cameron Koplik 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# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Bridgewater, NJ | Aug 2021 - Current | 2 |
| Preferred Financial Partners | Bridgewater, NJ | Aug 2021 - Current | 2 |
| Mml Investors Services, LLC | Bridgewater, NJ | Mar 2017 - Aug 2021 | 4 |
| Massmutual Life Insurance Co | Bridgewater, NJ | Jul 2016 - Aug 2021 | 5 |
| Metlife Securities Inc. | North Plainfield, NJ | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Fairfield, NJ | May 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- NJ
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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