Cameron F. Meares

CORNERSTONE WEALTH

Charlotte, NC 28277

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CRD#: 6954083

Professional summary

Cameron Franklin Meares is a registered financial advisor currently at CORNERSTONE WEALTH located in Charlotte, North Carolina.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Cameron has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Franklin Meares's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 7, 2022 - Present

CORNERSTONE WEALTH

Office #1: 3436 Torrinton Way Suite 210, Charlotte, NC 28277

RIA

CRD#: 289971

Charlotte, NC

Past

June 15, 2021 - March 25, 2022

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ATLANTA, GA

Past

May 10, 2021 - March 25, 2022

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ATLANTA, GA

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".

CORNERSTONE WEALTH

CRD#: 289971 / SEC#: 801-112164

RIA

Registered Investment Advisory firm - (12/22/2017 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

North Carolina
(12/18/2024)

IAR

South Carolina
(4/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/14/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/8/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/10/2021

Securities Industry Essentials Examination

Current Firm

CORNERSTONE WEALTH

CRD#: 289971 / SEC#: 801-112164

RIA

Registered Investment Advisory firm - (12/22/2017 Approved)

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Contact information

Main Address

16810 Kenton Drive Suite 200, Huntersville, NC 28078

Mailing Address

Phone number

(704) 987-3410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	6,834
AUM (Assets Under Management)	$ 2,108,342,140

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.

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Cameron F. Meares

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Franklin Meares's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE WEALTH

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CORNERSTONE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 6/14/2021

Series 7TO

Date: 5/8/2021

SIE

Date: 4/10/2021

Current Firm

CORNERSTONE WEALTH

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE WEALTH

TRUST BUT VERIFY

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