Trustee · CE Investment Management, LLC
Lynda L. Cameron
CRD 2274155 · Named on Form ADV at 2 SEC-registered advisers
At a glance
CE Investment Management, LLC, an SEC-registered asset manager based in Oklahoma City, OK with $5.9 billion in regulatory assets, lists Lynda L. Cameron on its Form ADV as Trustee, a control person. The SEC filings also name Lynda at 1 other registered adviser.
Firms and roles
- CE Investment Management, LLCTrusteeAsset manager · Oklahoma City, OK · $5.9B in regulatory assets
- Investrust Consulting, LLCTrusteeWealth manager · Oklahoma City, OK · $588M in regulatory assets
AtlasMembers
Lynda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- John E. RobisonSenior Vice President - Chief Investment Officer / Board of Managers, CE Investment Management, LLC
- John K. CassilBoard of Managers, CE Investment Management, LLC
- Jonathan D. LeeChief Compliance Officer, CE Investment Management, LLC
- Shannon D. CarterChief Compliance Officer, Investrust Consulting, LLC
- Cathy A. FridayChief Financial Officer, Investrust Consulting, LLC
4 more people named with Lynda on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lynda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.