Cameron Clay, financial advisor Monroeville PA

Cameron Clay

CRD Number: 7125972
Current Firm: Verity Asset Management

Cameron Clay (CRD# 7125972) is an Investment Advisor Representative working at Verity Asset Management in Monroeville, PA and has over 3 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Monroeville PA
James R. Greno
CRD# 3221992
Cetera Advisor Networks LLC
Similar Advisors
Patrick Aaron, financial advisor Monroeville PA
Patrick E. Aaron
CRD# 5335512
Avantax Advisory Services
Similar Advisors
Marybeth Abbiatici, financial advisor Monroeville PA
Marybeth Abbiatici
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Encompass More Asset Management LLC Danville, CA Aug 2022 - Current < 1
Encompass More, A Division Of Verity Asset Management Durham, NC May 2019 - Current 3
Appreciation Financial Henderson, NV Sep 2017 - Current 5
Team Dream Financial Pittsburgh, PA Nov 2013 - Sep 2017 3
Renaissance Christian Academy Pittsburgh, PA Jan 2013 - Jun 2014 1
American Income Life Pittsburgh, PA Nov 2011 - Jan 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Cameron C. Clay
Phone Number: 919-490-6717
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    818
    MILLIONS
  • Total Number of Accounts
    7,392
    ACCOUNTS
  • Average Account Value
    $110,629
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
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.