Cameron James Brockhoff
Investment adviser representative at Advice and Planning Services
11 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- TIAASep 2025 to now
- TIAA-CREF Individual & Institutional Services, LLCSep 2025 to now
- J. P. Morgan Securities LLCAug 2022 to Dec 2024
- JPMorgan Chase Bank N. A.Aug 2022 to Dec 2024
- UnemployedJul 2022 to Jul 2022
- Goldman Sachs and Co LLCJan 2022 to Jun 2022
- UnemployedOct 2021 to Dec 2021
- Pepperdine UniversityAug 2021 to Jul 2025
- New York Life Insurance Co.Oct 2020 to Sep 2021
- Nylife SecuritiesSep 2020 to Sep 2021
- UnemployedSep 2020 to Sep 2020
- Torchy's TacosSep 2017 to Nov 2018
- Chuy'sMay 2017 to Aug 2017
- Texas State UniversityJan 2017 to Aug 2020
- Collin CollegeAug 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 7296915
- Firm CRD
- 20472