Cameron Reed
Advisor at Anchor Financial
Updated today
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.
Firm
Anchor Financial
Location
Lynwood, WA 98036
Credentials
Series 63, Series 65
Industry experience
6 years
About
Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Anchor Financial since 2020, with prior experience at Gradient Securities and Covenant Senior Life. Reed is also the owner of The Medicare Exchange, an insurance sales organization he has overseen since 2013. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing nearly $7 million across about 56 client relationships. The firm offers discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA plan services and third-party manager referrals.
Client services
Based on Anchor Financial
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Anchor Financial
Wealth management
Active portfolio management
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Medicare planning
Fee options
Client Directed Accounts have a flat fee of $300 annually charged by Gradient Investments, LLC; additionally, a $15 quarterly technology fee is charged per account or investment strategy.
$0 - $250,000: 1.2% annually $250,001 - $500,000: 1.0% annually $500,001 - $750,000: 0.8% annually $750,001+: 0.6% annually
Representatives may receive commissions on insurance products sold through The Medicare Exchange; commissions are separate from advisory fees.
Location
19031 133rd Ave W, Suite 314
Lynwood, WA 98036
Most active in
Cameron R has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Anchor Financial LLC
2024 - Present (2 years)
Anchor Financial LLC
2021 - Present (5 years)
Anchor Financial LLC
2020 - Present (6 years)
Gradient Securities, LLC
2020 - 2021 (1 year)
Covenant Senior Life
2020 - 2021 (1 year)
Packerland Brokerage Services, Inc.
2020 - 2020 (1 year)
The Medicare Exchange
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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