Cameron C. Willcox
WILLCOX WEALTH PLANNING | Associate Wealth Advisor
DENVER, CO
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CRD#: 7174888
Professional summary
Cameron Colt Willcox, CFP®, who also goes by Cam Willcox, is a registered financial advisor currently at WILLCOX WEALTH PLANNING, LLC located in Denver, Colorado.
Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Cameron has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Biography
A native of Massachusetts, Cam worked for the Boston Red Sox for a few years after college before making the transition to finance. He began as a retail banker, then joined E*TRADE as a financial consultant, providing 1-on-1 advice to clients. Cam’s passion for financial planning has only grown in recent years, and he understands how a secure financial picture can allow people to enjoy the important things in life. Outside of work, Cam plays pickup hockey and enjoys time outdoors with friends and family. He holds the FINRA Series 66 license and is a CERTIFIED FINANCIAL PLANNER™ professional.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cam Willcox
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 name of the other business; Mercer Global Advisors Inc. whether the business is investment-related; Investment Related the address of the other business; 1200 17th Street, Denver, Colorado 80202, the nature of the other business; Registered Investment Advisor (RIA) your position; title, or relationship with the other business; Wealth Advisor the start date of your relationship; 08/2022 the approximate number of hours/month you devote to the other business; 126 hrs/month or 75% of his time per month the number of hours you devote to the other business during securities trading hours; 126 hrs/month or 75% of his time per month and briefly describe your duties relating to the other business; Provides Financial Planning, Investment Management to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Colt Willcox'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®
Experience
Current
May 14, 2025 - Present
WILLCOX WEALTH PLANNING, LLC
RIA
CRD#: 335728
DENVER, CO
Past
August 5, 2022 - April 29, 2025
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Denver, CO
Past
March 19, 2020 - July 28, 2022
HARRISDIRECT LLC
RIA
CRD#: 42159
Boston, MA
Past
January 23, 2020 - July 28, 2022
E*TRADE SECURITIES LLC
BD
CRD#: 29106
Boston, MA
Past
October 15, 2019 - January 21, 2020
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
BOSTON, MA
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
Colorado(5/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/14/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 10/15/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
WW
WILLCOX WEALTH PLANNING, LLC
WILLCOX WEALTH PLANNING, LLC
CRD#: 335728 / SEC#:
Colorado
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Contact information
Main Address
Denver, CO
Mailing Address
Po Box 12225, Denver, CO 80212
Phone number
(978) 888-3012
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Company Information
WILLCOX WEALTH PLANNING, LLC
Associate Wealth AdvisorCRD#: 335728Denver, COTRUST BUT VERIFY
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Contact information
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