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CB

Cameron B. Bozeman

MAGELLAN PLANNING GROUP
ATLANTA, GA 30319
Some features on this profile are disabled
CRD#: 5115046
CB

Professional summary

Cameron Blake Bozeman, who also goes by Blake Bozeman, C Blake Bozeman, is a registered financial advisor currently at MAGELLAN PLANNING GROUP located in Atlanta, Georgia.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Cameron has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Blake Bozeman | C Blake Bozeman

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 Cameron Blake Bozeman'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

January 6, 2026 - Present

MAGELLAN PLANNING GROUP

Office #1: 4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319
RIA
CRD#: 338739
ATLANTA, GA
Past

March 23, 2023 - December 31, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ATLANTA, GA
Past

June 9, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
ATLANTA, GA
Past

June 9, 2021 - December 31, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
ATLANTA, GA
Past

April 29, 2009 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
ATLANTA, GA
Past

April 20, 2009 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
ATLANTA, GA
Past

November 25, 2008 - December 22, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
ATLANTA, GA
Past

June 24, 2008 - December 22, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ATLANTA, GA
Past

June 5, 2007 - April 16, 2009

OPTIMUM WEALTH MANAGEMENT, LLC

RIA
CRD#: 132422
WOODSTOCK, GA

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(1/29/2026)
IAR
Texas
(1/6/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/20/2008
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/13/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/23/2008
General Securities Representative Examination

Current Firm

MP
MAGELLAN PLANNING GROUP
MAGELLAN PLANNING GROUP | MAGELLAN PLANNING GROUP, INC.

CRD#: 338739 / SEC#: 801-134622

RIA
Registered Investment Advisory firm - (1/5/2026 120-Day Approval)
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Contact information

Main Address
4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319
Mailing Address
Phone number
(404) 257-8811
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 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

MAGELLAN PLANNING GROUP BROCHURE (1/2/2026)
0

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

MAGELLAN PLANNING GROUP

CRD#: 338739Atlanta, GA 30319

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