RBC Capital Markets
46yrs
Top advisor by experience in Frisco
17yrs
Cameron Perry is a fiduciary financial advisor in Frisco, Texas, with 17 years in the industry. Cameron joined Advice and Planning Services in 2015, a firm offering financial planning, investment management, and selecting outside investment managers. Advice and Planning Services reports being paid through a percentage of assets.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 58% of advisors in Texas
OfficeFrisco, TX
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – now
Contact Cameron
(212) 490-9000Firm headquarters in New York, NY. Ask for Cameron. Frisco, TXOffice · Get directions Facebook pageAdvice and Planning ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Cameron
Tailored to Cameron’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cameron
How do I contact Cameron?
Call Advice and Planning Services at (212) 490-9000 and ask for Cameron Perry. Cameron works from the Frisco, TX office.
How long has Cameron been a financial advisor?
Cameron has been in the industry since 2009, about 17 years. More experience than 58% of advisors in Texas.
What licenses does Cameron hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Cameron a fiduciary?
Cameron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cameron paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Cameron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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