Cameron Philip Barker
Investment Adviser Representative at Milestone Financial Planning, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cameron Philip Barker is an investment adviser representative with Milestone Financial Planning, LLC in Stratham, NH, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Hampshire.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Hampshire
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Norseman ResortJun 2017 – Aug 2017Ogunquit, ME
- Full-time StudentAug 2017 – Jun 2019Wells, ME
- Morrison CenterJun 2019 – Aug 2019Scarborough, ME
- Full-time StudentAug 2019 – Jun 2021Wells, ME
- York Harbor InnJun 2021 – Aug 2021York, ME
- Full-time StudentAug 2021 – Dec 2021Wells, ME
- When Pigs FlyDec 2021 – Aug 2023Kittery, ME
- Service Credit UnionJun 2023 – Aug 2023Portsmouth, NH
- Milestone Financial Planning, LLCSep 2023 – Sep 2024Stratham, NH
- Full-time StudentSep 2013 – Jun 2017Wells, ME
- Milestone Financial Planning, LLCSep 2024 – no end date reportedStratham, NH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Milestone Financial Planning, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Bedford, NH
- SEC file number:
- 801-107645
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 24, 2026
View full firm profileOther advisors at Milestone Financial Planning, LLC
11 other advisors in the directory
Similar advisors in Stratham, NH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cameron Philip Barker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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