Cameron Cubberley, financial advisor Coeur D'alene ID
93 score

Cameron Cubberley

CRD Number: 5932266
Current Firm: Sagepoint Financial, Inc.

Cameron Cubberley (CRD# 5932266) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Coeur D'alene, ID and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepointfinancial, Inc. Coeur D'alene, ID Oct 2017 - Current < 1
Msi Financial Services Spokane, WA Oct 2016 - Current 1
Northwestern Mutual Investment Services, LLC Spokane, WA Sep 2012 - Current 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2012 - Current 5
Mml Investors Services, LLC Spokane, WA Mar 2017 - Oct 2017 < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Oct 2017 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Oct 2016 < 1
Northwestern Mutual Investment Services, LLC Spokane, WA May 2014 - Mar 2016 1
Country Financial Spokane Valley, WA May 2011 - Jul 2012 1
Uenmployed Spokane, WA Mar 2011 - May 2011 < 1
Dawg House Eatery Spokane, WA Jun 2010 - Mar 2011 < 1
Twigs Bistro Spokane, WA Mar 2007 - Jul 2010 3
Inland Imaging Spokane, WA Apr 2008 - Jul 2008 < 1
Morty Grille Spokane, WA Jul 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Cameron G. Cubberley
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • ID
  • MT
  • WA
By the Numbers
  • Total Assets Under Management
    5,165
    MILLIONS
  • Total Number of Accounts
    25,703
    ACCOUNTS
  • Average Account Value
    $200,939
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
  • 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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