Cameron David Collier
Investment adviser representative at Oneascent Financial Services LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
Are you Cameron David Collier? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Oneascent Financial Services LLCOct 2022 to now
- Oneascent Financial Services LLC dba Flight Financial AdvisorsOct 2022 to now
- Purshe Kaplan Sterling InvestmentsOct 2022 to now
- Cambridge Investment Research Advisors, Inc.May 2010 to Oct 2022
- Cambridge Investment Research, Inc.Feb 2010 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IN).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 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
- 5763269
- Firm CRD
- 284549