Cameron Spencer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Cameron Spencer, who also goes by Cameron Paige Cole, Cole, Cameron Cole Spencer, Cameron Spencer, was a registered financial professional .
Cameron is a previously registered financial professional and started their career in finance in 2006. Cameron had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 29, 2024 - January 30, 2025
TRUIST ADVISORY SERVICES, INC.
July 29, 2024 - January 30, 2025
TRUIST INVESTMENT SERVICES, INC.
November 6, 2023 - July 10, 2024
VALIC FINANCIAL ADVISORS, INC.
November 6, 2023 - July 10, 2024
VALIC FINANCIAL ADVISORS, INC.
May 12, 2022 - December 22, 2022
P.J. ROBB VARIABLE, LLC
April 16, 2021 - May 3, 2022
UNITED BROKERAGE SERVICES, INC
April 16, 2021 - May 3, 2022
UNITED BROKERAGE SERVICES, INC
February 17, 2021 - March 29, 2021
TRUIST ADVISORY SERVICES, INC.
February 17, 2021 - March 29, 2021
TRUIST INVESTMENT SERVICES, INC.
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
December 22, 2008 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
October 10, 2007 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
December 19, 2006 - September 17, 2007
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
