Cameron H. Hendricks
FINANCIAL SYMMETRY
RALEIGH, NC 27607
Some features on this profile are disabled
CRD#: 6470381
Professional summary
Cameron Hill Hendricks, CFP® is a registered financial advisor currently at FINANCIAL SYMMETRY INC. located in Raleigh, North Carolina.
Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Cameron has worked at 1 firm .
Biography
As evident by his book, Where Family and Finance Meet, Cameron focuses planning efforts on the family finance focused indvidiual. Many of these clients share common mindsets with their finances such as family gifting, charitable gifting, and overall leaving a legacy.
Question & Answer
What are your service offerings?
Business Succession Planning
Retirement Planning
Inheritance
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Estate & Generational Planning...
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing...
What is your minimum asset requirement?
250K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Hill Hendricks'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®
CFP®
Start date: 2015
Experience
Current
April 29, 2015 - Present
FINANCIAL SYMMETRY INC.
Office #1: 5438 Wade Park Blvd Suite 310, Raleigh, NC 27607RIA
CRD#: 118443
RALEIGH, NC
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".
FINANCIAL SYMMETRY INC.
FINANCAL SYMMETRY INC. | FINANCIAL SYMMETRY INCORPORATED | FINANCIAL SYMMETRY INC.
CRD#: 118443 / SEC#: 801-62698
RIA
Registered Investment Advisory firm - (1/28/2004 Approved)North Carolina
Registered Investment Advisory firm - (1/28/2004 Terminated)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
North Carolina(4/29/2015)
Exams
Current Firm
FINANCIAL SYMMETRY INC.
FINANCAL SYMMETRY INC. | FINANCIAL SYMMETRY INCORPORATED | FINANCIAL SYMMETRY INC.
CRD#: 118443 / SEC#: 801-62698
RIA
Registered Investment Advisory firm - (1/28/2004 Approved)North Carolina
Registered Investment Advisory firm - (1/28/2004 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5438 Wade Park Blvd Suite 310, Raleigh, NC 27607
Mailing Address
Phone number
(919) 851-8200
Established
Firm type
Fiscal year end
# of Employees
33
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,000 |
| AUM (Assets Under Management) | $ 1,210,652,897 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 02/27/2024 | ||
| 10/28/2022 |
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.
Company Information
FINANCIAL SYMMETRY INC.
CRD#: 118443Raleigh, NC 27607TRUST BUT VERIFY
Monitor Cameron Hendricks
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
