John C. Cameron, Cfp® Email and Phone Number
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John C. Cameron, Cfp® personal email
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Investment advisory and financial planning professional with over 25 years experience providing clients with thoughtful and personalized strategies for their financial and retirement goals. As each client is unique a customized plan is developed to address the accumulation, preservation and distribution of wealth for individuals, families, charitable entities and non-profit organizations. Specialties: Fee-based investment management, retirement planning, risk management, wealth transfer and estate planning.FINRA Securities Registrations: 63,65,7,10CFP® Professionalwww.finra.org | www.sipc.org | www.cfp.net
D.A. Davidson & Co.
View- Website:
- davidsoncompanies.com
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- 976
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Senior Vice President, Financial AdvisorD.A. Davidson & Co. Feb 2016 - PresentVancouver, WaEach clients' financial journey is unique. My purpose is to provide guidance, perspective and clarity on a broad range of issues which impact their financial goals. These objectives are accomplished by building long-term trusted relationships and always serving my clients with diligence, competence and integrity. Clients are provided effective solutions which encompass financial planning, investment management, retirement planning, risk management and estate planning.
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Svp-Investments, Private Wealth AdvisorUmpqua Investments, Inc. Apr 2014 - Jan 2016Vancouver, WaUmpqua Bank Wealth Management includes Trust and Estate Services, Investment Management Group. Through these services comprehensive financial, investment and estate planning strategies are provided to our clients. Umpqua Bank operates within a five state footprint with a network of near 400 stores that also include commercial and private banking capabilities.
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Svp, Director Of Sterling Investment Group & Wealth AdvisorSterling Savings Bank Mar 2012 - Mar 2014Vancouver, WaShortly after the acquisistion of First Independent Bank, I assumed the responsibilities for management of the brokerage services division of Sterling Bank, which included both the Sterling Investment and Sonoma Investment Groups. Investment services were predominately provided to clients through our retail bank footprint, which spanned five states and over 175 branches, by a team of Financial Consultants. Responsibilities included sales management, recruitment, revenue retention and growth, internal and external marketing, development and execution of a short and long term strategic plan, and change management. Concurrently, responsilbities existed for ongoing relationship management, retention and development of existing client base. My transition from the position of Director of Sterling Investment Group to that of a full-time Wealth Advisor was completed as of 12/31/2012. Sterling Banks acquisition by Umpqua Bank was completed in April of 2014. -
Svp & Manager Investment Advisory & Brokerage ServicesFirst Independent Bank Apr 2007 - Feb 2012Vancouver, WaManager of First Independent's fee-based investment advisory and brokerages services division. With our focus strictly on our client needs we are able to provide customized financial and investment planning solutions in an unbiased environment. On March 1, 2012 First Independent was acquired by Sterling Bank of Spokane, WA.
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PrincipalHarvest Capital Advisors Apr 2006 - Mar 2007Fee-only Investment Advisory firm based out of Bellevue, WA. One of two prinicipal owners of Vancouver operations with over $45MM in local assets under management at time of merger into Wealth Management Division at First Independent Bank.
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Financial ConsultantCharles Schwab Jun 1999 - Mar 2006
John C. Cameron, Cfp® Skills
John C. Cameron, Cfp® Education Details
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International Relations/Japanese Studies -
Japanese Culture And Language
Frequently Asked Questions about John C. Cameron, Cfp®
What company does John C. Cameron, Cfp® work for?
John C. Cameron, Cfp® works for D.a. Davidson & Co.
What is John C. Cameron, Cfp®'s role at the current company?
John C. Cameron, Cfp®'s current role is Senior Vice President, Financial Advisor.
What is John C. Cameron, Cfp®'s email address?
John C. Cameron, Cfp®'s email address is jc****@****dco.com
What is John C. Cameron, Cfp®'s direct phone number?
John C. Cameron, Cfp®'s direct phone number is +136071*****
What schools did John C. Cameron, Cfp® attend?
John C. Cameron, Cfp® attended Bucknell University, Waseda University.
What are some of John C. Cameron, Cfp®'s interests?
John C. Cameron, Cfp® has interest in Children, Spending Time With Family, Education, Hiking, Camping, Professional Development.
What skills is John C. Cameron, Cfp® known for?
John C. Cameron, Cfp® has skills like Wealth Management, Investments, Portfolio Management, Financial Services, Strategic Financial Planning, Investment Advisory, Finance, Retirement Planning, Estate Planning, Financial Planners, Securities, Leadership.
Who are John C. Cameron, Cfp®'s colleagues?
John C. Cameron, Cfp®'s colleagues are Yaron Redlich, Mercy Staley, Molly Harley, Justin Mccray, Crystal Hampton, Sunny Pareek, Collin Rice.
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