Overview

I was with WFA for 12.5 year and recently left WFA and opened a branch office for Cameron Financial Strategies in Frisco, Texas. Our main branch is in Oklahoma City. We clear through Investors Capital Corporation. My book of business at WFA was $60AUM and trailing 12 was $450k. I have experience with succession planning and looking to purchase another book of business. My business partner, Melinda Olbert, has been in the business over 18 years and is currently ranked in top 5 at ICC.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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