Loren O. Camp

CETERA INVESTMENT ADVISERS LLC

OLYMPIA, WA 98501

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CRD#: 2329866

Professional summary

Loren Odell Camp, CFA, who also goes by Loren Camp, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Olympia, Washington and CETERA INVESTMENT SERVICES LLC located in Olympia, Washington.

Loren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Loren has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Loren Camp

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loren Odell Camp's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

September 16, 2014 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1020 E 5th Avenue, Olympia, WA 98501

RIA

CRD#: 105644

OLYMPIA, WA

Current

September 30, 2014 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 1020 E 5th Avenue, Olympia, WA 98501Office #2: 5735 Littlerock Road Sw, Tumwater, WA 98512-7376Office #3: 401 E Market Street, Aberdeen, WA 98520

CRD#: 15340

Olympia, WA

Past

June 21, 2011 - October 9, 2014

NR SMITH AND ASSOCIATES, P.S.

RIA

CRD#: 116894

OLYMPIA, WA

Past

April 7, 2006 - December 15, 2009

SUNSET FINANCIAL SERVICES, INC.

RIA

CRD#: 3538

GREELEY, CO

Past

April 7, 2006 - December 15, 2009

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

GREELEY, CO

Past

January 25, 2005 - April 7, 2006

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

FORT COLLINS, CO

Past

January 3, 2005 - April 7, 2006

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

July 10, 2003 - January 21, 2005

TIAA-CREF TRUST COMPANY, FSB

RIA

CRD#: 108579

DENVER, CO

Past

October 13, 1999 - December 16, 2004

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

NEW YORK, NY

Past

July 22, 1993 - November 1, 1995

ADM SECURITIES, INC.

CRD#: 31973

CHICAGO, IL

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Florida
(5/2/2018)

Idaho
(5/30/2023)

Michigan
(12/16/2014)

Montana
(5/4/2018)

New Mexico
(7/30/2019)

New York
(1/4/2018)

Oregon
(3/20/2015)

South Dakota
(2/25/2021)

Texas
(9/9/2025)

IAR

Texas
(9/10/2025)

IAR

Washington
(9/16/2014)

Washington
(10/10/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/30/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/30/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/12/1999

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 3

Date: 2/24/1993

National Commodity Futures Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Loren O. Camp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loren Odell Camp's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

NR SMITH AND ASSOCIATES, P.S.

SUNSET FINANCIAL SERVICES, INC.

SUNSET FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

TIAA-CREF TRUST COMPANY, FSB

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

ADM SECURITIES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/30/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/30/2014

Series 6

Date: 10/12/1999

Series 3

Date: 2/24/1993

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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