Cameron Cubberley (CRD# 5932266) is an Investment Advisor Representative working at Lpl Financial LLC in Coeur D'alene, ID and has over 12 years of experience in the finance industry.
CRD# 1341565
D.a. Davidson & Company
CRD# 4410751
Centaurus Financial, Inc.
CRD# 6408097
Interfund Management Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Coeur D'alene, ID | Mar 2024 - Current | < 1 |
| Osaic Wealth, Inc. | Coeur D'alene, ID | Sep 2023 - Mar 2024 | < 1 |
| Sagepointfinancial, Inc. | Coeur D'alene, ID | Oct 2017 - Sep 2023 | 5 |
| Mml Investors Services, LLC | Spokane, WA | Mar 2017 - Oct 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Oct 2017 | 1 |
| Msi Financial Services | Spokane, WA | Oct 2016 - Mar 2017 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Oct 2016 | < 1 |
| Northwestern Mutual Investment Services, LLC | Spokane, WA | Sep 2012 - Sep 2016 | 4 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2012 - Sep 2016 | 4 |
| Northwestern Mutual Investment Services, LLC | Spokane, WA | May 2014 - Mar 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- ID
- TX
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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