Cameron Roberts has been an investment adviser representative at Progressive Investment Management since October 2024, and is not listed among the firm’s executive officers or direct owners.
Progressive Investment Management Corporation is a Lake Oswego, OR firm with $758M under management, 176 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- – present · 2 yearsLake Oswego, OR · Adviser representative · Firm CRD 107777
Investment adviser representative registrations
Cameron Roberts is registered as an investment adviser representative in Oregon, since October 2024.
- OregonSince 16 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cameron Stacey Roberts
- CRD
- 5781974
- Firm
- Progressive Investment Management · CRD 107777
- Office
- 310 N. STATE STREET, SUITE 214, Lake Oswego, OR 97034
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Cameron Roberts work?
Cameron Roberts is an investment adviser representative registered through Progressive Investment Management Corporation since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Cameron Roberts a financial advisor?
Yes. Cameron Roberts has a current investment-adviser registration in Oregon, through Progressive Investment Management since October 2024.
How many years of experience does Cameron Roberts have?
Cameron Roberts has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Cameron Roberts passed?
Cameron Roberts passed the Series 65 in September 2024.
Where is Cameron Roberts based?
Cameron Roberts’ registered office is in Lake Oswego, OR.
Is Cameron Roberts registered with FINRA?
No. Cameron Roberts has no current broker registration.
How can I verify Cameron Roberts’ record?
Search CRD 5781974 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cameron Roberts’ full registration record.
