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IC

Ian W. Cameron

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CRD#: 6392924
IC

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.

Ian Warford Cameron, who also goes by Ian Cameron, was a registered financial professional .

Ian is a previously registered financial professional and started their career in finance in 2014. Ian had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ian Cameron

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 6, 2015 - February 9, 2018

ROYAL WEALTH MANAGEMENT

RIA
CRD#: 147636
CHESAPEAKE, VA
Past

September 23, 2014 - June 29, 2015

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
VIRGINIA BEACH, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/27/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RW
ROYAL WEALTH MANAGEMENT
101 NAME | ROYAL WEALTH MANAGEMENT, INC. | ROYAL WEALTH MANAGEMENT INC. | ROYAL WEALTH MANAGEMENT | ROYAL WEALTH | NORTHSTAR CAPITAL | ACE CAPITAL, INC. | ACE CAPITAL

CRD#: 147636 / SEC#:

Idaho
Registered Investment Advisory firm - (4/25/2018 Terminated)
North Carolina
Registered Investment Advisory firm - (8/14/2018 Approved)
Ohio
Registered Investment Advisory firm - (1/6/2012 Approved)
Virginia
Registered Investment Advisory firm - (7/21/2008 Approved)
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Contact information


Main Address
Chesapeake, VA
Mailing Address
Phone number
(434) 609-4262
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts218
AUM (Assets Under Management)$ 34,706,725

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


ROYAL WEALTH MANAGEMENT

CRD#: 147636

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