Cameron Teel, financial advisor Plano TX

Cameron Teel

CRD Number: 7777378
Current Firm: Moss, Luse & Womble, LLC

Cameron Teel (CRD# 7777378) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has 1 year of experience in the finance industry.

Similar Advisors
Erik Aaker, financial advisor Plano TX
Erik Aaker
CRD# 2754150
Charles Schwab & Company, Inc.
Similar Advisors
Thomas Aarons, financial advisor Plano TX
Thomas J. Aarons
CRD# 5076833
Charles Schwab & Company, Inc.
Similar Advisors
Ashkan Abbassi, financial advisor Plano TX
Ashkan Abbassi
CRD# 5959695
Fisher Investments
Company Name Location Dates Years
Moss, Luse & Womble, LLC Plano, TX Dec 2022 - Current 1
Howard, LLP Dallas, TX Jun 2021 - Dec 2022 1
North Central College Naperville, IL Aug 2017 - Dec 2021 4
Bkd, LLP Oakbrook, TX Jan 2021 - Apr 2021 < 1
Cabot Microelectronics Aurora, IL Jun 2020 - Aug 2020 < 1
Pitts & Pitts Cpa Allen, TX Apr 2020 - Jun 2020 < 1
Cabot Microelectronics Aurora, IL Jan 2019 - May 2019 < 1
The Classes At Town North Richardson, TX Aug 2016 - May 2017 < 1
Collin County Community College Mckinney, TX Aug 2016 - May 2017 < 1
N-tech Homeschool Co-op Plano, TX Jul 2013 - May 2017 3
Theo Christian Solution, Inc. Plano, TX Aug 2013 - May 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2023
Contact Info for Cameron M. Teel
Phone Number: 972-674-2584
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    436
    MILLIONS
  • Total Number of Accounts
    1,867
    ACCOUNTS
  • Average Account Value
    $233,317
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
  • Pension consulting services
Types of Clients
Registered States

CA, CO, FL, GA, IL, KS, LA, MI, MO, NC, NE, NH, NJ, NM, NV, NY, PA, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.