Alexandra Cameron, financial advisor Sewickley PA
93 score

Alexandra Cameron

CRD Number: 6378151
Current Firm: Wells Fargo Clearing Services, LLC

Alexandra Cameron (CRD# 6378151) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sewickley, PA and has over 3 years of experience in the finance industry. Alexandra Cameron 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.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Sewickley, PA Nov 2016 - Current 1
Wells Fargo Advisors, LLC Sewickley, PA Jul 2014 - Nov 2016 2
Duff & Phelps, LLC Chicago, IL Jul 2013 - Jun 2014 < 1
Full-time Education Pittsburgh, PA Jan 2004 - Jul 2013 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Alexandra D. Cameron
Phone Number: 314-875-3000
Registered State(s):
  • MD
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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