Cameron Mitchell
Professional Summary
Cameron Mitchell, who also goes by Robert Cameron Mitchell, is a registered financial advisor currently at FARMERS ASSET MANAGEMENT, LLC located in Kingwood, Texas and FARMERS FINANCIAL SOLUTIONS, LLC located in Kingwood, Texas. Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Cameron has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Cameron Mitchell
Similar Advisors
THE SUM
TIVERTON WEALTH
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
THE SUM
TIVERTON WEALTH
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
THE SUM
TIVERTON WEALTH
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
THE SUM
TIVERTON WEALTH
Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
THE SUM
TIVERTON WEALTH
Current Firm
FARMERS ASSET MANAGEMENT, LLC
Contact Information
Main Address
30700 Russell Ranch Road 214, Westlake Village, CA 91362Phone Number
(818) 965-0277# of Employees
24Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
9AUM (Assets Under Management)
$7,652,089Similar Advisors
THE SUM
TIVERTON WEALTH
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
THE SUM
TIVERTON WEALTH
State Registrations and Notice Filings
(11/5/2024)
(3/29/2022)
(7/28/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2022About the Series 6TO examSRO Registrations
Similar Advisors
THE SUM
TIVERTON WEALTH
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Mitchell's CRS (Customer Relationship Summary).
Similar Advisors
THE SUM
TIVERTON WEALTH


