Charles Cameron Dees
Investment adviser representative at Mariner
14 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$125.4BFirm 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 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
14 years in the industry.
- MarinerAug 2021 to now
- Mariner Wealth AdvisorsAug 2021 to now
- Allegiant Private AdvisorsFeb 2018 to Jul 2021
- Bb&tApr 2017 to Feb 2018
- Citi GroupJan 2017 to Mar 2017
- Marshall UniversityJun 2012 to Dec 2016
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 6373876
- Firm CRD
- 140195