Cameron Dunford
Advisor at Varra Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Varra Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Louisville, CO 80027
Credentials
Series 63, Series 66
Industry experience
17 years
Cameron Dunford is a financial advisor with LPL Financial based in Louisville, Colorado, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Oppenheimer Funds Inc. for seven years before joining LPL Financial and Varra Wealth Management LLC in 2018. Outside of his advisory role, he is involved with 3 L's LLC, a home-based business entity not related to investments. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment strategies.
$1 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
Advisors are registered representatives and insurance agents who accept commission for the sale of securities and insurance products; however, commissions are not the firm's primary source of compensation
Fee-only: Financial planning fixed fees between $2,500 and $25,000
1849 Cherry St., Unit 16
Louisville, CO 80027
Colorado · Nebraska · Texas
Varra Wealth Management LLC
2018 - Present (8 years)
LPL Financial
2018 - Present (8 years)
Oppenheimer Funds Inc.
2011 - 2018 (7 years)
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Is not active or affiliated with:
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Lawyer
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Real estate agent
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