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Andrew Joseph Camlin

Advisor at Cetera — Portsmouth, NH Lafayette Road

Updated today

Credentials

Series 65, Series 63

Experience

15 years

Location

Portsmouth, NH 03801

Cetera logo

Cetera

Institution

Total advisors

10,190

Across 5,084 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Andrew Camlin is a financial advisor at Cetera with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill Lynch, Morgan Stanley, and Ameriprise Financial Services. His background includes roles at credit unions and various wealth management firms. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and financial planning services.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Portsmouth, NH Lafayette Road

750 Lafayette Road

Portsmouth NH 03801

Advisors at this office

1

Most active in

New Hampshire · Texas

Work history

15 years of industry experience

Cetera

2025 - Present • 1 year

Portsmouth, ME

Lighthouse Federal Credit Union

2025 - Present • 1 year

Portsmouth, ME

Cetera Investment Services Llc

2025 - Present • 1 year

St Cloud, MN

LPL FInancial

2024 - 2025 • 1 year

Portsmouth, NH

Northeast Credit Union

2024 - 2025 • 1 year

Portsmouth, NH

Unemployed

2024 - 2024 • 1 year

Portsmouth, NH

Ameriprise Financial Services, LLC.

2023 - 2024 • 1 year

Concord, NH

Ameriprise Financial Services

2023 - 2023 • 1 year

Concord, NH

Measured Wealth Private Client Group, LLC

2022 - 2023 • 1 year

Portsmouth, NH

Ameriprise Financial Services, LLC

2020 - 2020 • 1 year

Concord, NH

Equitable Advisors, LLC

2019 - 2022 • 3 years

New York, NY

Specialized Advisors, LLC

2019 - 2019 • 1 year

Dallas, TX

JD Mellberg Financial LLC

2019 - 2019 • 1 year

Tucsan, AZ

Brookstone Capital Management

2018 - 2019 • 1 year

Wheaton, IL

Fortitude Financial LLC

2018 - 2020 • 2 years

Exeter, NH

Arcadia Financial Group

2017 - 2018 • 1 year

Salem, NH

Arcadia Wealth Management, LLC

2017 - 2018 • 1 year

Salem, NH

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2015 - 2017 • 2 years

Portsmouth, NH

Morgan Stanley

2013 - 2015 • 2 years

Portsmouth, NH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Peyton O

Series 65

Portsmouth, NH

Steele Street Capital LLC

Peyton Oakes Bryden is a Series 65 credentialed advisor at Steele Street Capital LLC with one year of industry experience. Prior to joining Steele Street Capital, he worked at Prescott Hamilton International for three years and was employed by the University of New Hampshire for four years. Outside of his advisory work, he owns IBW Group, LLC, which designs and manufactures camera systems. Steele Street Capital serves individuals, families, affiliated trusts, and business clients through various service lines including comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary asset management, utilizing custodian platforms such as LPL Financial and Betterment Advisor Solutions, and is notable for sponsoring wrap-fee programs and integrating business transition and cash-management consulting.

Wealth management Business exit / sale strategy
user avatar

Justin M

Series 65

Porstmouth, NH

KWM Financial LLC

Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
user avatar

John M

CFP®, Series 63

Portsmouth, NH

Gulfstream Financial Group LLC

John Mccune Jr. is a CFP® professional with 28 years of industry experience, currently serving as the sole advisor at Gulfstream Financial Group LLC since 2005. Prior to and concurrently with his role at Gulfstream, he has been affiliated with LPL Financial. Outside of financial advising, he is involved in commercial lobster fishing on weekends and occasionally works as an engineer/deckhand for tugboats. He also serves as a board member for Piscataqua Savings Bank. Gulfstream Financial Group provides financial planning and investment advice to individuals, trusts, estates, and business entities, focusing on tailored written plans and consultations. The firm employs a long-term, asset-allocation approach without discretionary trading authority, charging hourly and fixed fees rather than percentage-based fees.

General retirement planning Annuities
user avatar

Russell R

CFP®, Series 63

New Castle, NH

ATI Wealth Partners, LLC

Russell Robertson is a CERTIFIED FINANCIAL PLANNER™ with 15 years of industry experience. He is the sole advisor at ATI Wealth Partners, LLC, an independent firm based in New Castle, NH, and has worked with J. Murphy Asset Management, LLC since 2022. ATI Wealth Partners provides discretionary asset management and financial planning services to individuals, small businesses, and trusts, estates, and charitable organizations. The firm employs a long-term strategic asset allocation approach using low-cost, broadly diversified ETFs, structured notes, and, for some clients, option-writing strategies.

Options & derivatives strategies Cash flow / budgeting
user avatar

Eric G

Series 63, Series 65

Portsmouth, NH

Four Tree Island Advisory LLC

Eric Gregg is the principal and sole advisor at Four Tree Island Advisory LLC in Portsmouth, NH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, all with Four Tree Island Advisory since its founding in 2011. Outside of advisory work, Mr. Gregg serves on the advisory board and is a minority owner of Microwave Techniques LLC, and he is a board member of Portsmouth Regional Hospital as well as a member of the governance committee for the Foundation of Seacoast Health. Four Tree Island Advisory LLC provides discretionary investment management to individual and institutional clients through separately managed accounts. The firm employs a limited set of named strategies focusing primarily on liquid equities and fixed income, and uses derivative strategies alongside traditional investments to manage client portfolios.

Active portfolio management
user avatar

Barry O

CFP®, Series 63, Series 65

Eliot, ME

O'Brien Asset Management

Barry Obrien is a CFP® professional with 19 years of experience in the financial advisory industry. He is the principal advisor at O'Brien Asset Management LLC, an independent firm he has led since 2007. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm’s investment approach focuses on long-term, diversified portfolios primarily using no-load mutual funds and ETFs, emphasizing non-discretionary asset management and customized investment policy statements.

Life insurance needs analysis Long-term care insurance Disability insurance General retirement planning General estate planning guidance
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