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Cameron P. Barker

MILESTONE FINANCIAL PLANNING
Stratham, NH 03885
Some features on this profile are disabled
CRD#: 7883919
CB

Professional summary

Cameron Philip Barker is a registered financial advisor currently at MILESTONE FINANCIAL PLANNING, LLC located in Stratham, New Hampshire.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Cameron has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Philip Barker's CRS (Customer Relationship Summary).
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

March 28, 2024 - Present

MILESTONE FINANCIAL PLANNING, LLC

Office #1: 7 Emery Lane, Stratham, NH 03885
RIA
CRD#: 283439
Stratham, NH

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".
MILESTONE FINANCIAL PLANNING, LLC
MILESTONE FINANCIAL PLANNING, LLC
MILESTONE FINANCIAL PLANNING, LLC

CRD#: 283439 / SEC#: 801-107645

RIA
Registered Investment Advisory firm - (4/22/2016 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.

Highlighted states indicate IAR registrations

IAR
New Hampshire
(3/28/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/28/2024
Uniform Investment Adviser Law Examination

Current Firm

MILESTONE FINANCIAL PLANNING, LLC
MILESTONE FINANCIAL PLANNING, LLC
MILESTONE FINANCIAL PLANNING, LLC

CRD#: 283439 / SEC#: 801-107645

RIA
Registered Investment Advisory firm - (4/22/2016 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3 Executive Park Drive Suite 200, Bedford, NH 03110
Mailing Address
3 Executive Park Drive Suite 200, Bedford, NH 03110
Phone number
(603) 589-8010
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MILESTONE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/10/2026)

Regulatory assets under management

Total Number of Accounts1,223
AUM (Assets Under Management)$ 590,290,410

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.

Company Information

MILESTONE FINANCIAL PLANNING, LLC

MILESTONE FINANCIAL PLANNING, LLC

CRD#: 283439Stratham, NH 03885

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