Cameron S. Reed

ANCHOR FINANCIAL

Tacoma, WA 98406

Some features on this profile are disabled

CRD#: 7182542

Professional summary

Cameron Stacey Reed is a registered financial advisor currently at ANCHOR FINANCIAL located in Tacoma, Washington.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Cameron has worked at 3 firms and has passed the Series 63, Series 65, 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.

1. THE MEDICARE EXCHANGE; INV RELATED; 6004 WESTGATE BLVD, SUITE 120, TACOMA, WA 98406, 19031 33RD AVE WEST, #314, LYNNWOOD, WA 98036; INSURANCE; OWNER; START 10/2013; 80 HOURS PER MONTH; 40 HOURS DURING SECURITIES TRADING HOURS; RUN AND OVERSEE INSURANCE SALES ORGANIZATION. 2. ANCHOR FINANCIAL, LLC; INV RELATED; 6004 WESTGATE BLVD, STE 120, TACOMA, WA 98406; FINANCIAL SERVICES; MEMBER; START 07/2019; NAME USED FOR SECURITIES BUSINESS. 3. Anchor Financial LLC; Tacoma, WA; Investment Related; Administrative Assistant; office administrative assistance; 4 hours per month spent; 4 hours per month during trading hours spent; Started 08/2021. 4. ANCHOR FINANCIAL, LLC; INV RELATED; 6004 WESTGATE BLVD, SUITE 120, TACOMA, WA 98406, 19031 33RD AVE WEST, #314, LYNNWOOD, WA 98036; RIA; IAR/RECRUITER; START 01/2021; 40 HOURS PER MONTH; 40 HOURS DURING SECURITIES TRADING HOURS; IAR/COMPLIANCE AND SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Stacey Reed'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®

None

Experience

Current

January 21, 2021 - Present

ANCHOR FINANCIAL

Office #1: 6004 Westgate Blvd. Suite 120, Tacoma, WA 98406Office #2: 19031 133rd Ave W Suite 314, Lynwood, WA 98036

RIA

CRD#: 310081

Tacoma, WA

Past

July 27, 2020 - August 6, 2021

GRADIENT SECURITIES, LLC

CRD#: 127701

Tacoma, WA

Past

January 29, 2020 - July 23, 2020

PACKERLAND BROKERAGE SERVICES, INC.

RIA

CRD#: 37031

Tacoma, WA

Past

January 2, 2020 - July 23, 2020

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031

Tacoma, WA

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

Washington
(1/21/2021)

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

Series 63

Date: 8/26/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/1/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/27/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/19/2019

Securities Industry Essentials Examination

Current Firm

ANCHOR FINANCIAL

ANCHOR FINANCIAL | ANCHOR FINANCIAL LLC

CRD#: 310081 / SEC#:

Texas

Registered Investment Advisory firm - (10/11/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (1/21/2021 Approved)

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

6004 Westgate Blvd. Suite 120, Tacoma, WA 98406

Mailing Address

Phone number

(888) 824-0327

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	56
AUM (Assets Under Management)	$ 6,985,432

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.

Similar Advisors

Brent Ross

LPL FINANCIAL LLC

IAR

Gig Harbor, WA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cameron S. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Stacey Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANCHOR FINANCIAL

GRADIENT SECURITIES, LLC

PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/26/2019

Series 65

Date: 8/1/2019

Series 7TO

Date: 12/27/2019

SIE

Date: 8/19/2019

Current Firm

ANCHOR FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANCHOR FINANCIAL

TRUST BUT VERIFY

Similar Advisors