Cameron M. Mccraw
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 Mead Mccraw, who also goes by Cameron Mccraw, was a registered financial professional .
Cameron is a previously registered financial professional and started their career in finance in 2010. Cameron had worked at 5 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
December 12, 2017 - May 21, 2018
AVANTAX ADVISORY SERVICES
December 12, 2017 - September 9, 2019
AVANTAX INVESTMENT SERVICES, INC.
January 17, 2014 - July 7, 2016
TD AMERITRADE, INC.
January 17, 2014 - July 7, 2016
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
December 1, 2011 - July 7, 2016
TD AMERITRADE, INC.
May 25, 2011 - December 16, 2011
AVANTAX INVESTMENT SERVICES, INC.
April 7, 2010 - May 5, 2011
CHASE INVESTMENT SERVICES CORP.
January 13, 2010 - April 7, 2010
AVANTAX INVESTMENT SERVICES, INC.
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
AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
Contact information
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
