Lindsay Anne Cameron
Investment adviser representative at Gradient Wealth Management
19 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$607.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Gradient Securities LLC.Dec 2015 to now
- Hackenberg FinancialAug 2007 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 10 states (CA, FL, GA, IL, IN, MO, NC, OH, VA, WV).
Gradient Wealth Management
Legal name: Gradient Securities, LLC
$607.9MAssets managed
4,553Clients
63Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5621950
- Firm CRD
- 127701