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Cameron W. Lavey

GENTER CAPITAL MANAGEMENT
Los Angeles, CA 90025-1770
Some features on this profile are disabled
CRD#: 4805683
CL

Professional summary

Cameron Wright Lavey, who also goes by Cameron W Lavey, Cameron Lavey, is a registered financial advisor currently at GENTER CAPITAL MANAGEMENT located in Los Angeles, California and IMST DISTRIBUTORS, LLC located in Los Angeles, California.

Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Cameron has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cameron W Lavey | Cameron Lavey

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) Genter Capital Management; Investment Related; Los Angeles, CA; Investment Management, Vice President, Product Manager; Start Date: 12/15/2010; 160 Hours/Month; Relationship and Product Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Wright Lavey'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

December 7, 2011 - Present

GENTER CAPITAL MANAGEMENT

Office #1: 11601 Wilshire Blvd. 25th Floor, Los Angeles, CA, 90025-1770
RIA
CRD#: 108618
Los Angeles, CA
Current

January 2, 2013 - Present

IMST DISTRIBUTORS, LLC

Office #1: 11601 Wilshire Blvd 25th Floor, Los Angeles, CA 90025
BD
CRD#: 130745
Los Angeles, CA
Past

March 22, 2011 - December 31, 2012

GRAND DISTRIBUTION SERVICES, LLC

BD
CRD#: 127700
MILWAUKEE, WI
Past

October 6, 2010 - December 14, 2010

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
LOS ANGELES, CA
Past

August 25, 2010 - December 14, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
LOS ANGELES, CA
Past

August 26, 2009 - August 3, 2010

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
EL SEGUNDO, CA
Past

August 26, 2009 - August 5, 2010

CETERA ADVISORS LLC

BD
CRD#: 10299
EL SEGUNDO, CA
Past

August 20, 2009 - August 5, 2010

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

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".
GC
GENTER CAPITAL MANAGEMENT
GENTER CAPITAL MANAGEMENT | RNC GENTER CAPITAL MANAGEMENT | RNC CAPITAL MANAGEMENT LLC

CRD#: 108618 / SEC#: 801-55484

RIA
Registered Investment Advisory firm - (4/1/1998 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

IAR
California
(12/7/2011)
RR
California
(1/2/2013)
RR
Florida
(1/2/2013)
RR
Illinois
(1/2/2013)
RR
Missouri
(1/5/2021)
RR
Nebraska
(1/3/2023)
RR
New Jersey
(1/2/2013)
RR
New York
(1/2/2013)
RR
Texas
(1/2/2013)
RR
Washington
(1/3/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/5/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/2009
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GC
GENTER CAPITAL MANAGEMENT
GENTER CAPITAL MANAGEMENT | RNC GENTER CAPITAL MANAGEMENT | RNC CAPITAL MANAGEMENT LLC

CRD#: 108618 / SEC#: 801-55484

RIA
Registered Investment Advisory firm - (4/1/1998 Approved)
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Contact information

Main Address
11601 Wilshire Blvd. 25th Floor, Los Angeles, CA, 90025-1770
Mailing Address
Phone number
(310) 477-6543
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (46 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GENTER CAPITAL FIRM BROCHURE 2024 (3/28/2025)

Regulatory assets under management

Total Number of Accounts4,072
AUM (Assets Under Management)$ 4,527,711,109

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.

Company Information

GENTER CAPITAL MANAGEMENT

CRD#: 108618Los Angeles, CA 90025-1770

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