Cameron Bozeman, financial advisor Atlanta GA

Cameron Bozeman

CRD Number: 5115046
Current Firm: Cetera Investment Advisers LLC

Cameron Bozeman (CRD# 5115046) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 2
Magellan Planning Group, Inc. Atlanta, GA Feb 2006 - Current 17
Ormsby's Restaurant And Bar Atlanta, GA Oct 2010 - May 2021 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Mar 2007
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.

Get Details on the FINRA Advisor Check site
Contact Info for Cameron B. Bozeman
Phone Number: 888-528-2987
Firm Website: http://cetera.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • 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
Types of Clients
Registered States

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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