Lacey, WA Woodland Square Loop SE Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,432 offices

Location

676 Woodland Square Loop SE, Ste 302 W

Lacey WA 98503

Advisors at this office

4

Advisors at this office

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Sydney C

Series 66

Lacey, WA

LPL Financial

Sydney Cameron is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial in 2023, Sydney has been involved with McSwain Financial Services and has held various roles including assistant high school tennis coach for the Chehalis School District. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Keith C

CFP®, Series 65, Series 63

Lacey, WA

LPL Financial

Keith Cameron is a CFP® professional affiliated with LPL Financial, based in Lacey, WA, with 21 years of industry experience. He has been involved with McSwain Financial Services since 2005 and Financial Advocates Investment Management since 2015. Cameron is also active as a notary and operates Cameron Wealth Management, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Sharla C

Series 66

Lacey, WA

LPL Financial

Sharla Cameron is a financial advisor with LPL Financial in Lacey, Washington, holding a Series 66 designation and 21 years of industry experience. She has been affiliated with LPL Financial since 2005 and also works with Financial Advocates Investment Management since 2014. Outside of her advisory roles, Cameron owns Art in the Attic, LLC, a business focused on selling art. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Derwin D

Series 66

Lacey, WA

LPL Financial

Derwin Du Mont III is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones for 12 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

College savings (529s, UTMA, etc.)
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