Cameron McCarty, financial advisor West Des Moines IA

Cameron McCarty

CRD Number: 5426177
Current Firm: Vivid Wealth Management, LLC

Cameron McCarty (CRD# 5426177) is an Investment Advisor Representative working at Vivid Wealth Management, LLC in West Des Moines, IA and has over 16 years of experience in the finance industry.

Similar Advisors
Stoy Hall, financial advisor West Des Moines IA
Stoy T. Hall
CRD# 6104973
Black Mammoth LLC
Similar Advisors
Erik Aanonson, financial advisor West Des Moines IA
Erik D. Aanonson
CRD# 6935071
Thrivent Investment Management Inc.
Similar Advisors
Mark Aasen, financial advisor West Des Moines IA
Mark J. Aasen
CRD# 4343046
Osaic Wealth, Inc.
Company Name Location Dates Years
Vivid Wealth Management, LLC West Des Moines, IA Sep 2022 - Current 1
Vivid Tax Advisory Services, LLC West Des Moines, IA Jan 2015 - Current 9
National Investors Redfield, IA Jun 2007 - Jan 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Nov 2010
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Cameron D. McCarty
Phone Number: (515) 480-7593
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    172
    MILLIONS
  • Total Number of Accounts
    930
    ACCOUNTS
  • Average Account Value
    $184,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA, NE

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 derived from SEC.gov data covering 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.

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.