CM
Cameron J. Mckee
PRINCIPAL ADVISED SERVICES
Charlotte, NC
Some features on this profile are disabled
CRD#: 7669582
CM
Professional summary
Cameron J Mckee, who also goes by Cameron Joe Mckee, Cameron Mckee, is a registered financial advisor currently at PRINCIPAL ADVISED SERVICES located in Charlotte, North Carolina and PRINCIPAL SECURITIES, INC. located in Charlotte, North Carolina.
Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Cameron has worked at 4 firms and has passed the Series 66, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cameron Joe Mckee | Cameron Mckee
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.
**GOLD ALUMNI COMMITTEE AT UNC CHARLOTTE POSITION: General Member NATURE: Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2025 ADDRESS: 9201 University City Blvd, Charlotte NC 28223, United States DESCRIPTION: The mission of the UNC Charlotte GOLD Alumni Network is to encourage active participation in the life of UNC Charlotte, with primary emphasis on our GOLD Alumni (Graduates Of the Last Decade) and current UNC Charlotte seniors. **EFFORT TO IMPACT POSITION: Board Member/Director NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2025 ADDRESS: 12018 Cheviott Hill Ln, Charlotte NC 28213, United States DESCRIPTION: My title is a member of the Board of Directors. My responsibilities include engaging in planning future events that support our mission, actively participating in said events, and having an opinion on the overall direction of the organization. **PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/21/2025 ADDRESS: 401 McCullough Dr, Charlotte NC 28262, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/21/2025 ADDRESS: 401 McCullough Dr., Charlotte NC 28262, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **UNC CHARLOTTE ALUMNI BOARD OF DIRECTORS POSITION: UNC Charlotte Alumni Board of Directors GOLD Network Representative NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2025 ADDRESS: 9201 University City Blvd, Charlotte NC 28223, United States DESCRIPTION: So I'm not actually going to be a member of the Alumni Board of Directors, but rather sitting in on the meetings as the GOLD Network (which has been declared as an OBA) Representative. This would mean I just take notes and offer any perspective/insight that applies to GOLD (Graduates of the Last Decade). ALUMNI AWARDS COMMITTEE AT UNCC FOR 2025 POSITION: Committee Member NATURE: Alumni Awards Committee for UNCC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2025 ADDRESS: 9201 University City Blvd, Charlotte NC 28223, United States DESCRIPTION: The committee will review all nominations and select award recipients for the main UNC Charlotte Alumni Association Awards. I would be serving on the committee as the representative from the GOLD Alumni Committee at UNC Charlotte (Graduates Of the Last Decade). They will meet on September 25th at 6:00 PM EST.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron J Mckee'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
August 4, 2025 - Present
PRINCIPAL ADVISED SERVICES
RIA
CRD#: 297324
Charlotte, NC
Current
July 28, 2025 - Present
PRINCIPAL SECURITIES, INC.
Office #1: 401 Mccullough Dr Ste 200, Charlotte, NC 28262RIA
BD
CRD#: 1137
Charlotte, NC
Past
January 31, 2025 - May 15, 2025
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
CHARLOTTE, NC
Past
July 12, 2024 - May 15, 2025
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
CHARLOTTE, NC
Past
July 14, 2023 - August 25, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
CHARLOTTE, NC
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".
PA
PRINCIPAL ADVISED SERVICES
PRINCIPAL ADVISED SERVICES | PRINCIPAL ADVISED SERVICES, LLC
CRD#: 297324 / SEC#: 801-114432
RIA
Registered Investment Advisory firm - (12/14/2018 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(7/28/2025)
RR
Alaska(7/28/2025)
RR
Arizona(7/28/2025)
RR
Arkansas(7/28/2025)
RR
California(7/28/2025)
RR
Colorado(7/28/2025)
RR
Connecticut(7/28/2025)
RR
Delaware(7/28/2025)
RR
District of Columbia(7/28/2025)
RR
Florida(7/28/2025)
RR
Georgia(7/28/2025)
RR
Hawaii(7/28/2025)
RR
Idaho(7/28/2025)
RR
Illinois(7/28/2025)
RR
Indiana(7/28/2025)
RR
Iowa(7/28/2025)
IAR
Iowa(8/4/2025)
RR
Kansas(7/28/2025)
RR
Kentucky(7/28/2025)
RR
Louisiana(7/28/2025)
RR
Maine(7/28/2025)
RR
Maryland(7/28/2025)
RR
Massachusetts(7/28/2025)
RR
Michigan(7/28/2025)
RR
Minnesota(7/28/2025)
RR
Mississippi(7/28/2025)
RR
Missouri(7/28/2025)
RR
Montana(7/28/2025)
RR
Nebraska(7/28/2025)
RR
Nevada(7/28/2025)
RR
New Hampshire(7/28/2025)
RR
New Jersey(7/28/2025)
RR
New Mexico(7/28/2025)
RR
New York(7/28/2025)
RR
North Carolina(7/28/2025)
IAR
North Carolina(8/4/2025)
RR
North Dakota(7/28/2025)
RR
Ohio(7/28/2025)
RR
Oklahoma(7/28/2025)
RR
Oregon(7/28/2025)
RR
Pennsylvania(7/28/2025)
RR
Rhode Island(7/28/2025)
RR
South Carolina(7/28/2025)
RR
South Dakota(7/28/2025)
RR
Tennessee(7/28/2025)
RR
Texas(7/28/2025)
RR
Utah(7/28/2025)
RR
Vermont(7/28/2025)
RR
Virginia(7/28/2025)
RR
Washington(7/28/2025)
RR
West Virginia(7/28/2025)
RR
Wisconsin(7/28/2025)
RR
Wyoming(7/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/12/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 7/14/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PA
PRINCIPAL ADVISED SERVICES
PRINCIPAL ADVISED SERVICES | PRINCIPAL ADVISED SERVICES, LLC
CRD#: 297324 / SEC#: 801-114432
RIA
Registered Investment Advisory firm - (12/14/2018 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
655 9th Street, Des Moines, IA 50309
Mailing Address
711 High Street, Des Moines, IA 50392
Phone number
(866) 412-0770
Established
Firm type
Fiscal year end
# of Employees
343
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 16,940 |
| AUM (Assets Under Management) | $ 887,316,440 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 10/28/2024 | ||
| 11/20/2023 | ||
| 09/22/2023 | ||
| 12/20/2022 |
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.
