Cam T. Mcclellan

PALISADE WEALTH MANAGEMENT

Herriman, UT

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CRD#: 5419803

Professional summary

Cam Taggart Mcclellan is a registered financial advisor currently at PALISADE WEALTH MANAGEMENT located in Herriman, Utah.

Cam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Cam has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Cam Taggart Mcclellan'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

February 19, 2023 - Present

PALISADE WEALTH MANAGEMENT

Office #2: 272 E 12200 S, Draper, UT 84020

RIA

CRD#: 147725

Herriman, UT

Past

June 23, 2011 - March 6, 2023

AILSA CAPITAL, INC.

RIA

CRD#: 136463

DRAPER, UT

Past

April 19, 2011 - June 22, 2011

OMNI INVESTMENT ADVISORS INC

RIA

CRD#: 110364

DRAPER, UT

Past

January 2, 2009 - April 27, 2011

OMNI BROKERAGE, INC.

CRD#: 16878

SOUTH JORDAN, UT

Past

December 21, 2007 - October 2, 2008

FOOTHILL SECURITIES, INC.

RIA

CRD#: 1027

CALISTOGA, CA

Past

October 2, 2007 - October 2, 2008

FOOTHILL SECURITIES, INC.

CRD#: 1027

CALISTOGA, 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".

PALISADE WEALTH MANAGEMENT

JACOBS EQUITY | PALISADE WEALTH MANAGEMENT

CRD#: 147725 / SEC#: 801-131649

RIA

Registered Investment Advisory firm - (12/18/2024 Approved)

California

Registered Investment Advisory firm - (1/23/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/24/2024 Terminated)

Utah

Registered Investment Advisory firm - (12/26/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(2/19/2023)

IAR

Texas
(7/25/2024)

IAR

Utah
(2/21/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/19/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/15/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/1/2007

General Securities Representative Examination

Current Firm

PALISADE WEALTH MANAGEMENT

JACOBS EQUITY | PALISADE WEALTH MANAGEMENT

CRD#: 147725 / SEC#: 801-131649

RIA

Registered Investment Advisory firm - (12/18/2024 Approved)

California

Registered Investment Advisory firm - (1/23/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/24/2024 Terminated)

Utah

Registered Investment Advisory firm - (12/26/2024 Terminated)

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Contact information

Main Address

12231 S 900 E, Draper, UT 84020

Mailing Address

Po Box 1276, Draper, UT 84020

Phone number

(650) 387-3808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PALISADE WEALTH MANAGEMENT BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	137
AUM (Assets Under Management)	$ 111,699,552

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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Firm Stability Insights

Cam T. Mcclellan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cam Taggart Mcclellan's CRS (Customer Relationship Summary).

Certified licenses

Experience

AILSA CAPITAL, INC.

OMNI INVESTMENT ADVISORS INC

OMNI BROKERAGE, INC.

FOOTHILL SECURITIES, INC.

FOOTHILL SECURITIES, INC.

Primary Firm SEC Registration

PALISADE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2007

Series 63

Date: 11/15/2007

Series 7

Date: 10/1/2007

Current Firm

PALISADE WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PALISADE WEALTH MANAGEMENT

TRUST BUT VERIFY

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