Cameron Egan (CRD# 7180667) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, NH and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic | Salem, NH | Nov 2023 - Current | < 1 |
| Guardian Life Insurance Company | Needham, MA | Sep 2021 - Current | 2 |
| Park Avenue Securities | Needham, MA | Sep 2021 - Current | 2 |
| S.p. General Carpentry Contracting | Waltham, MA | Sep 2020 - Current | 3 |
| Jet Plumbing And Heating | Groton, MA | May 2020 - Aug 2020 | < 1 |
| Ubs Financial Services | Boston, MA | Oct 2019 - Mar 2020 | < 1 |
| Lacrosse Unlimited | Wellesley, MA | Sep 2019 - Mar 2020 | < 1 |
| Jet Plumbing And Heating | Groton, MA | Jul 2019 - Aug 2019 | < 1 |
| Unemployed | Waltham, MA | May 2019 - Jul 2019 | < 1 |
| Lacrosse Unlimited | Wellesley, MA | Oct 2018 - May 2019 | < 1 |
| Mainstone Farm | Wayland, MA | May 2018 - Aug 2018 | < 1 |
| Bentley University | Waltham, MA | Aug 2017 - May 2018 | < 1 |
| Mainstone Farm | Wayland, MA | Jun 2017 - Aug 2017 | < 1 |
| Waltham Public School | Waltham, MA | Sep 2011 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- FL
- MA
- NH
- NC
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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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