CM
Cameron J. Magoon
CX INSTITUTIONAL
CINCINNATI, OH 45241
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CRD#: 6198927
CM
Professional summary
Cameron Joseph Magoon is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Cincinnati, Ohio.
Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cameron has worked at 5 firms and has passed the Series 66, Series 63, SIE 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.
1) Name of other business: Talemed, Investment related or no: non-investment related. Address of other business: 6279 Tri Ridge Blvd #110 Loveland, OH 45140. Nature of other business: Referral, Position: Referral Consultant, Start date with other business: since 10/1/2019, Approximate number of hours per month devoted to business: 1 hour devoted to business per month, 0 hours per month devoted during securities training hours. Duties include: Refer nurses to work with the company in a travel capacity. 2) Name of other business: Rental Property 1; Investment related: Yes; Address of other business: Norwood Ohio, 45212; Nature of other business: Investment Property; Position: Owner; Start date: 2/13/2022; Approximate number of hours/month: 3; 0 during trading hours; Duties Include: I am the owner of a duplex that I will be renting out. I will fill the unit and keep up with maintenance requests from tenant. 3) Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Joseph Magoon'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
November 1, 2024 - Present
CX INSTITUTIONAL, LLC
Office #1: 50 E Business Way, Cincinnati, OH 45241RIA
CRD#: 292627
CINCINNATI, OH
Past
January 10, 2019 - October 21, 2024
TOUCHSTONE ADVISORS INC
RIA
CRD#: 107028
CINCINNATI, OH
Past
November 21, 2017 - October 21, 2024
TOUCHSTONE SECURITIES, INC.
BD
CRD#: 1526
CINCINNATI, OH
Past
January 10, 2017 - November 1, 2017
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COVINGTON, KY
Past
March 4, 2016 - October 31, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
COVINGTON, KY
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".
CI
CX INSTITUTIONAL, LLC
CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC
CRD#: 292627 / SEC#: 801-112742
RIA
Registered Investment Advisory firm - (3/1/2018 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.Highlighted states indicate IAR registrations
IAR
Ohio(11/1/2024)
IAR
Texas(11/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CI
CX INSTITUTIONAL, LLC
CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC
CRD#: 292627 / SEC#: 801-112742
RIA
Registered Investment Advisory firm - (3/1/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 East 7th Street, Auburn, IN 46706
Mailing Address
Phone number
(260) 927-1830
Established
Firm type
Fiscal year end
# of Employees
106
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,284 |
| AUM (Assets Under Management) | $ 4,121,239,331 |
Red Flags
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Company Information
CX INSTITUTIONAL, LLC
CRD#: 292627Cincinnati, OH 45241TRUST BUT VERIFY
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