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Cameron Elias Smith

Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm 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 feeCommissions

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

11 years in the industry.

  1. Commonwealth Financial NetworkAug 2026 to now
  2. Messett FinancialAug 2026 to now
  3. Charles Schwab & Co., Inc.Mar 2022 to Aug 2026
  4. Schwab Wealth Advisory IncMar 2022 to Aug 2026
  5. TD AmeritradeJun 2020 to Jun 2024
  6. Equitable Advisors, LLCJan 2020 to Jun 2020
  7. The Biscuit BarNov 2019 to Mar 2020
  8. AXA Advisors, LLCJul 2019 to Jan 2020
  9. Door DashJun 2019 to Dec 2019
  10. UberJun 2019 to Dec 2019
  11. Orlando's Italian RestaurantNov 2017 to Jun 2019
  12. Kohl'sMay 2017 to Sep 2017
  13. TapingoOct 2016 to May 2017
  14. Texas Tech UniversityAug 2015 to Dec 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Commonwealth Financial Network

Legal name: Commonwealth Equity Services, LLC

$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
7119526
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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