John Cameron, financial advisor Toledo OH
83 score

John Cameron

CRD Number: 1253957
Current Firm: Berthel Fisher & Company Financial Services, Inc.

John Cameron (CRD# 1253957) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Toledo, OH and has over 19 years of experience in the finance industry.

Similar Advisors
Phillip Bollin, financial advisor Toledo OH
Phillip Bollin
CRD# 4537321
Bollin Wealth Management, LLC
Score
103
Similar Advisors
Robert Billstein, financial advisor Toledo OH
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Score
101
Similar Advisors
Brian Schmitz, financial advisor Toledo OH
Brian A. Schmitz
CRD# 2612181
Structured Wealth Management, Inc.
Score
98
Company Name Location Dates Years
Bfc Planning, Inc. Toledo, OH Nov 2013 - Current 3
The Cameron Company, LLC Toledo, OH Jun 2005 - Current 11
Bisys Houston, TX Mar 2005 - Current 11
Equitrust West Des Moines, IA Mar 2004 - Current 12
Berthel, Fisher & Company Financial Services, Inc. Toledo, OH Mar 2003 - Current 13
Brokers International Panora, IA Jan 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John W. Cameron
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from John Cameron and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.