Mark R. Cameron

QUARTZ PARTNERS INVESTMENT MANAGEMENT

Las Colinas, TX 75062

Some features on this profile are disabled

CRD#: 3089057

Professional summary

Mark Randal Cameron, who also goes by Mark R Cameron, Mark Cameron, is a registered financial advisor currently at QUARTZ PARTNERS INVESTMENT MANAGEMENT located in Las Colinas, Texas and ETICO PARTNERS, LLC located in Las Colinas, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Mark has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark R Cameron | Mark Cameron

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.

dba CAMERON HARROD, STARTED 12/2017, LESS THAN 5 HOURS/MONTH. David Dyke Fine Art- Non-investment related. 4887 Alpha Road Suite 210, Farmers Branch, TX 75244. Fine Art dealer. referral source. no title will only refer potential buyers. start date 06/24/2024. 1 hour a month devoted to the business during market hours and after market hours. MarK will refer potential buyers to the business, no other functions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Randal Cameron'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®

None

Experience

Current

May 2, 2023 - Present

QUARTZ PARTNERS INVESTMENT MANAGEMENT

Office #1: 600 E. John Carpenter Freeway Suite 200, Las Colinas, TX 75062

RIA

CRD#: 174327

Las Colinas, TX

Current

January 30, 2018 - Present

ETICO PARTNERS, LLC

Office #1: 600 E. John Carpenter Freeway Suite 200, Las Colinas, TX 75062

CRD#: 7471

NEW YORK, NY

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".

QUARTZ PARTNERS INVESTMENT MANAGEMENT

CRD#: 174327 / SEC#: 801-80822

RIA

Registered Investment Advisory firm - (1/20/2015 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

Texas
(1/30/2018)

IAR

Texas
(5/2/2023)

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

IAR

Series 66

Date: 1/8/2010

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/12/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/1998

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: 11/11/2009

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

QUARTZ PARTNERS INVESTMENT MANAGEMENT

CRD#: 174327 / SEC#: 801-80822

RIA

Registered Investment Advisory firm - (1/20/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

19 Railroad Place Suite 202, Saratoga Springs, NY 12866

Mailing Address

Phone number

(800) 433-0422

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

QUARTZ PARTNERS ADV PART 2A: CLIENT BROCHURE (3/31/2025)

QUARTZ PARTNERS WRAP BROCHURE (3/31/2025)

ETICO ADV 2A PRIVATE CLIENT BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,124
AUM (Assets Under Management)	$ 281,034,901

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

Kerry Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IAR

SOUTHLAKE, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark R. Cameron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Randal Cameron's CRS (Customer Relationship Summary).

Certified licenses

Experience

ETICO PARTNERS, LLC

ETICO WEALTH MANAGEMENT LLC

DINOSAUR FINANCIAL GROUP, L.L.C

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

QUARTZ PARTNERS INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/8/2010

Series 65

Date: 10/12/1998

Series 63

Date: 9/3/1998

SIE

Date: 10/1/2018

Series 7

Date: 11/11/2009

FINRA

Current Firm

QUARTZ PARTNERS INVESTMENT MANAGEMENT

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUARTZ PARTNERS INVESTMENT MANAGEMENT

TRUST BUT VERIFY

Similar Advisors