Camron Saffell, financial advisor Salt Lake City UT
90 score

Camron Saffell

CRD Number: 5902648
Current Firm: Strategic Advisers, Inc.

Camron Saffell (CRD# 5902648) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments American Fork, UT Mar 2011 - Current 5
Utah Valley University Orem, UT May 2009 - Apr 2011 1
Franchise Foundry Orem, UT May 2010 - Mar 2011 < 1
United States Government Provo, UT Jan 2010 - May 2010 < 1
Amp Alarm Orem, UT Apr 2008 - Sep 2009 1
Utah Valley University Orem, UT Jun 2008 - Dec 2008 < 1
Byu Idaho Rexburg, ID Aug 2007 - Jul 2008 < 1
Wendy's Rexburg, ID Jan 2008 - Apr 2008 < 1
Byu Idaho Food Services Rexburg, ID Sep 2007 - Dec 2007 < 1
Silvercreek Pest Control Orem, UT May 2007 - Aug 2007 < 1
Lds Church Recife, Pe, May 2005 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Camron J. Saffell
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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