Penney Financial

Penney Financial (CRD# 282084) is a financial advisory firm headquartered in Houston, TX. They manage $7,366,733 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Penney Financial
Showing 1 - 1 of 1 top financial advisors.
Cameron J. Penney
CRD#: 5781870
2950 North Loop West, Suite 500, Houston, TX 77092

Cameron Penney (CRD# 5781870) is an Investment Advisor Representative working at Penney Financial in Houston, TX and has over 7 years of experience in the finance industry. Cameron Penney 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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