Cameron Thomas Obrien
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Cameron Thomas Obrien? 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2025 to now
- Wells Fargo Bank, NASep 2025 to now
- UnemployedJun 2025 to Sep 2025
- Osaic Wealth, Inc.Apr 2024 to Jun 2025
- Pruco Securities, LLCAug 2023 to Apr 2024
- The Prudential Insurance Company of AmericaAug 2023 to Apr 2024
- UnemployedJan 2023 to Aug 2023
- Valic Financial Advisors, IncNov 2020 to Jan 2023
- StudentJun 2020 to Oct 2020
- Clean Sweep Car WashJun 2019 to Jun 2019
- Idle Hour Country ClubJun 2018 to Aug 2018
- KrogerMar 2018 to Mar 2018
- Craftsman ContractorsJul 2017 to Aug 2017
- Macy'sApr 2017 to Nov 2017
- University of KentuckyAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7290603
- Firm CRD
- 19616