Cameron M. Thornton
CTA WEALTH ADVISORS
BURBANK, CA 91502
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CRD#: 1109500
Professional summary
Cameron Mitchell Thornton, CFP®, who also goes by Cam Thornton, is a registered financial advisor currently at CTA WEALTH ADVISORS, INC. located in Burbank, California and CETERA INVESTMENT ADVISERS LLC located in Burbank, California.
Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Cameron has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Retirement Planning
Business Succession Planning
Tax Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Cam Thornton
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) NAME OF OTHER BUSINESS: INSURANCE, INVESTMENT RELATED: NO, NATURE OF BUSINESS: SALE OF FIXED INSURANCE (LIFE, HEALTH, DISABILITY, ANNUITIES, LONG-TERM CARE), POSITION/TITLE/RELATIONSHIP: BROKER, START DATE: 01/2007, BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS A BROKER; (2) NAME OF OTHER BUSINESS: CAMERON THORNTON ASSOCIATES, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, POSITION/TITLE/RELATIONSHIP: OWNER - SOLE PROPRIETORSHIP, START DATE: 01/1982, APPROX NUMBER OF HOURS PER WEEK: 30 DURING TAX SEASON , APX NUMBER OF HOURS DURING TRADING HOURS: 30 DURING TAX SEASON , BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND ACCOUNTING SERVICES. (3) NAME OF OTHER BUSINESS: WADE P. THORNTON SEPARATE PROPERTY TRUST, THORNTON FAMILY SURVIVORS - WPT CHILDREN , & THORNTON FAMILY EXEMPTION TRUST - WPT CHILDREN, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIDUCIARY ROLES FOR THORNTON FAMILY MEMBERS, POSITION/TITLE/RELATIONSHIP: TRUSTEE, APPROX NUMBER OF HOURS PER MONTH: 0 - 4 HOURS PER WEEK, BRIEF DESCRIPTION OF DUTIES: FIDUCIARY SERVICES - RESPONSIBLE FOR DAY TO DAY MANAGEMENT OF TRUST ASSETS FOR TRUST ACCOUNTS; (4) NAME OF OTHER BUSINESS: CTA WEALTH ADVISORS, INC, INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISORY AND FINANCIAL CONSULTING FIRM WITH THE SEC ; START DATE: 01/2020, POSITION/TITLE/RELATIONSHIP: PRESIDENT / OWNER / CEO ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS PER WEEK DURING TRADING: 32.5 , BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT SERVICES (5) NAME OF OTHER BUSINESS: MATER DOLOROSA PASSIONIST RETREAT CENTER; INVESTMENT RELATED: NO; ADDRESS: 700 N. SUNNYSIDE AVE SIERRA MADRE, CA 91025; NATURE OF BUSINESS: PUBLIC SPOKESPERSON; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: PUBLIC RELATIONS SPOKESPERSON; APX NUMBER OF HOURS PER WEEK: 2-4; APX NUMBER OF HOURS DURING TRADING HOURS: 2-4; BRIEF DESCRIPTION OF DUTIES: PR PERSON FOR SALE AND DEVELOPMENT OF REAL ESTATE OWNED BY THE ORGANIZATION;
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Mitchell Thornton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
March 20, 2001 - Present
CTA WEALTH ADVISORS, INC.
Office #1: 290 E. Verdugo Ave. Suite 205, Burbank, CA 91502RIA
CRD#: 113007
BURBANK, CA
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 290 E Verdugo Ave Ste 205, Burbank, CA 91502RIA
CRD#: 105644
BURBANK, CA
Current
August 4, 1983 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 290 E Verdugo Ave Ste 205, Burbank, CA 91502BD
CRD#: 13572
Burbank, CA
Past
September 19, 1994 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
LANCASTER, CA
Past
January 2, 1987 - December 31, 1987
COOPERATIVE FINANCIAL PLANNERS, LTD.
BD
CRD#: 16891
Past
April 19, 1983 - August 22, 1983
SOUTHMARK FINANCIAL SERVICES, INC.
BD
CRD#: 6518
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/3/1992)
RR
California(3/23/1984)
IAR
California(3/20/2001)
RR
Colorado(12/24/2018)
RR
Florida(10/9/1997)
RR
Hawaii(9/5/2014)
RR
Idaho(9/21/1999)
RR
Illinois(1/7/2013)
RR
Indiana(9/14/2015)
RR
Iowa(8/10/2016)
RR
Kansas(8/1/2017)
RR
Maryland(7/5/2019)
RR
Missouri(9/15/1998)
RR
Montana(10/14/2016)
RR
Nevada(9/19/1994)
RR
New Mexico(2/5/1992)
RR
Ohio(1/15/2015)
RR
Oregon(3/25/1993)
RR
Pennsylvania(9/24/2019)
RR
South Carolina(8/9/2006)
RR
Texas(9/19/1994)
IAR
Texas(12/18/2020)
IAR
Texas(6/29/2023)
RR
Utah(5/7/2002)
RR
Virginia(1/3/2011)
RR
Wyoming(1/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
