Cameron Tyler Roney
Investment adviser representative at LPL Financial LLC
11 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
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.
- LPL Financial LLCMay 2024 to now
- Lincoln Financial Securities CorporationAug 2023 to May 2024
- Pilot FinancialMay 2023 to Aug 2023
- Hound Ears Golf and Country ClubMar 2023 to May 2023
- Grandfather Golf and Country ClubAug 2022 to Oct 2022
- Pilot FinancialMay 2022 to Aug 2022
- Alpine Ski CenterJan 2022 to Mar 2023
- Train4lifeAug 2021 to Jul 2022
- Diversity ConsortiumMay 2021 to Jul 2021
- Appalachian State UniversityAug 2019 to May 2023
- Greensboro Country ClubAug 2018 to Jan 2021
- Northwest Guilford High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, NC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7537161
- Firm CRD
- 6413