Camron SaffellCRD 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 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||American Fork, UT||Mar 2011 - Current||7|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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, WY