CH
Cameron R. Hall
PARNASSUS INVESTMENTS
San Francisco, CA 94105
Some features on this profile are disabled
CRD#: 7538671
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Professional summary
Cameron Roca Hall, who also goes by Cam Hall, Cameron Hall, is a registered financial advisor currently at PARNASSUS INVESTMENTS, LLC located in San Francisco, California and PARNASSUS FUNDS DISTRIBUTOR, LLC located in San Francisco, California.
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 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cam Hall | Cameron Hall
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) Parnassus Investments, LLC; Investment Related; San Francisco, CA; Began 04/2022; Mutual Funds; Associate Vice President, Advisory Consultant ; 160 hours per month with 0 during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Roca Hall'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®
NoneExperience
Current
December 20, 2024 - Present
PARNASSUS INVESTMENTS, LLC
Office #1: 1 Market Street Suite 1600, San Francisco, CA 94105RIA
CRD#: 316904
San Francisco, CA
Current
May 24, 2022 - Present
PARNASSUS FUNDS DISTRIBUTOR, LLC
Office #1: 1 Market Street Suite 1600, San Francisco, CA 94105BD
CRD#: 15883
San Francisco, CA
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".
PI
PARNASSUS INVESTMENTS, LLC
PARNASSUS INVESTMENTS, LLC
CRD#: 316904 / SEC#: 801-122618
RIA
Registered Investment Advisory firm - (11/8/2021 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/3/2023)
RR
Alaska(1/3/2023)
RR
Arizona(1/3/2023)
RR
Arkansas(1/3/2023)
RR
California(6/8/2022)
IAR
California(12/20/2024)
RR
Colorado(1/3/2023)
RR
Connecticut(1/3/2023)
RR
Delaware(1/3/2023)
RR
District of Columbia(1/3/2023)
RR
Florida(1/3/2023)
RR
Georgia(1/3/2023)
RR
Hawaii(1/3/2023)
RR
Idaho(1/3/2023)
RR
Illinois(1/3/2023)
RR
Indiana(1/3/2023)
RR
Iowa(1/3/2023)
RR
Kansas(1/3/2023)
RR
Kentucky(1/3/2023)
RR
Louisiana(1/3/2023)
RR
Maine(1/3/2023)
RR
Maryland(1/3/2023)
RR
Massachusetts(1/3/2023)
RR
Michigan(1/3/2023)
RR
Minnesota(1/3/2023)
RR
Mississippi(1/3/2023)
RR
Missouri(1/3/2023)
RR
Montana(1/3/2023)
RR
Nebraska(1/3/2023)
RR
Nevada(1/3/2023)
RR
New Hampshire(1/3/2023)
RR
New Jersey(1/3/2023)
RR
New Mexico(1/3/2023)
RR
New York(1/3/2023)
RR
North Carolina(1/3/2023)
RR
North Dakota(1/3/2023)
RR
Ohio(1/4/2023)
RR
Oklahoma(1/3/2023)
RR
Oregon(1/3/2023)
RR
Pennsylvania(1/3/2023)
RR
Puerto Rico(1/3/2023)
RR
Rhode Island(1/3/2023)
RR
South Carolina(1/3/2023)
RR
South Dakota(1/3/2023)
RR
Tennessee(1/3/2023)
RR
Texas(1/3/2023)
RR
Utah(1/3/2023)
RR
Vermont(1/3/2023)
RR
Virginia(1/3/2023)
RR
Washington(1/3/2023)
RR
West Virginia(1/3/2023)
RR
Wisconsin(1/3/2023)
RR
Wyoming(1/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 5/23/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PI
PARNASSUS INVESTMENTS, LLC
PARNASSUS INVESTMENTS, LLC
CRD#: 316904 / SEC#: 801-122618
RIA
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Contact information
Main Address
1 Market Street Suite 1600, San Francisco, CA 94105
Mailing Address
Phone number
(415) 778-0200
Established
Firm type
Fiscal year end
# of Employees
83
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 45,658,173,524 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
