CP
Cameron A. Patterson
VANGUARD ADVISERS
Plano, TX 75024
Some features on this profile are disabled
CRD#: 5990358
CP
Professional summary
Cameron Anton Patterson, who also goes by Cameron Patterson, is a registered financial advisor currently at VANGUARD ADVISERS, INC. located in Plano, Texas and VANGUARD MARKETING CORPORATION located in Plano, Texas.
Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Cameron has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cameron Patterson
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.
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355� NAME OF BUSINESS: C. Patt Enterprises LLC INVESTMENT RELATED ADDRESS: Hurst, TX 76054 NATURE OF BUSINESS: Rental Property and Music POSITION: Owner START DATE: Aug 2020 APPROX. HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: This LLC will be used for me to buy rental properties in the future. I will also in the future use this LLC to sell music online. The LLC was established in Aug of 2020.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Anton Patterson's 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®
NoneExperience
Current
February 21, 2022 - Present
VANGUARD ADVISERS, INC.
Office #1: 7900 Windrose Avenue, Plano, TX 75024RIA
CRD#: 106715
Plano, TX
Current
February 21, 2022 - Present
VANGUARD MARKETING CORPORATION
Office #1: 7900 Windrose Avenue, Plano, TX 75024BD
CRD#: 7452
Plano, TX
Past
April 24, 2020 - January 19, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Plano, TX
Past
April 23, 2020 - January 19, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Plano, TX
Past
September 5, 2017 - October 25, 2019
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Fort Worth, TX
Past
September 5, 2017 - October 25, 2019
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Fort Worth, TX
Past
May 27, 2014 - August 23, 2017
TD AMERITRADE, INC.
RIA
CRD#: 7870
FORT WORTH, TX
Past
May 27, 2014 - August 23, 2017
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
FORT WORTH, TX
Past
November 21, 2011 - August 23, 2017
TD AMERITRADE, INC.
BD
CRD#: 7870
FORT WORTH, TX
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".
VA
VANGUARD ADVISERS, INC.
VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.
CRD#: 106715 / SEC#: 801-49601
RIA
Registered Investment Advisory firm - (7/28/1995 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
RR
Alabama(2/22/2022)
RR
Alaska(2/22/2022)
RR
Arizona(2/22/2022)
RR
Arkansas(2/22/2022)
RR
California(2/22/2022)
RR
Colorado(2/22/2022)
RR
Connecticut(2/22/2022)
RR
Delaware(2/22/2022)
RR
District of Columbia(2/22/2022)
RR
Florida(2/22/2022)
RR
Georgia(2/22/2022)
RR
Hawaii(2/22/2022)
RR
Idaho(2/22/2022)
RR
Illinois(2/22/2022)
RR
Indiana(2/22/2022)
RR
Iowa(2/22/2022)
RR
Kansas(2/22/2022)
RR
Kentucky(2/22/2022)
RR
Louisiana(2/22/2022)
RR
Maine(2/22/2022)
RR
Maryland(2/22/2022)
RR
Massachusetts(2/22/2022)
RR
Michigan(2/22/2022)
RR
Minnesota(2/22/2022)
RR
Mississippi(2/22/2022)
RR
Missouri(2/22/2022)
RR
Montana(2/22/2022)
RR
Nebraska(2/22/2022)
RR
Nevada(2/22/2022)
RR
New Hampshire(2/22/2022)
RR
New Jersey(2/22/2022)
RR
New Mexico(2/22/2022)
RR
New York(2/22/2022)
RR
North Carolina(2/22/2022)
RR
North Dakota(2/22/2022)
RR
Ohio(2/22/2022)
RR
Oklahoma(2/22/2022)
RR
Oregon(2/22/2022)
RR
Pennsylvania(2/21/2022)
IAR
Pennsylvania(2/22/2022)
RR
Puerto Rico(2/22/2022)
RR
Rhode Island(2/22/2022)
RR
South Carolina(2/22/2022)
RR
South Dakota(2/22/2022)
RR
Tennessee(2/22/2022)
IAR
Texas(2/21/2022)
RR
Texas(2/22/2022)
RR
Utah(2/22/2022)
RR
Vermont(2/22/2022)
RR
Virgin Islands(2/22/2022)
RR
Virginia(2/22/2022)
RR
Washington(2/22/2022)
RR
West Virginia(2/22/2022)
RR
Wisconsin(2/22/2022)
RR
Wyoming(2/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VANGUARD ADVISERS, INC.
VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.
CRD#: 106715 / SEC#: 801-49601
RIA
Registered Investment Advisory firm - (7/28/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Vanguard Blvd, Malvern, PA 19355
Mailing Address
Phone number
(610) 669-1000
Established
Firm type
Fiscal year end
# of Employees
2,225
SEC notice filing (53 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 698,843 |
| AUM (Assets Under Management) | $ 300,434,933,763 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 10/23/2024 | ||
| 06/28/2023 |
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.
Company Information
VANGUARD ADVISERS, INC.
CRD#: 106715Plano, TX 75024TRUST BUT VERIFY
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