Cameron
Waters
M Holdings Securities, Inc
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About this Advisor
Cameron Waters is a financial advisor based in Reading, Massachusetts, working with M Holdings Securities, Inc. Cameron has previously worked at Claros Financial Services D.B.A. Esdale Wealth Advisors, Digital Federal Credit Union, University Of Massachusetts Lowell, Bridgton Academy, Ipswich High School, Commonwealth Financial Network, Wells Fargo Clearing Services, LLC, M Holdings Securities, Inc, and Onedigital Investment Advisors LLC. Cameron has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Cameron is part of M Holdings Securities, Inc, which operates out of Reading, Massachusetts. The firm has 105 offices and 1,442 employees. The firm manages assets totaling $4.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,078,516,284
1,442
8,234
$495,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Cameron Waters Work History
Onedigital Investment Advisors LLC
M Holdings Securities, Inc
Wells Fargo Clearing Services, LLC
Claros Financial Services D.B.A. Esdale Wealth Advisors
Digital Federal Credit Union
Digital Federal Credit Union
Commonwealth Financial Network
University Of Massachusetts Lowell
Bridgton Academy
Ipswich High School
Disclosures
Please visit the SEC profile of Cameron Waters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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