AC
Antonio N. Camejo
PORTFOLIO RESOURCES ADVISOR GROUP
CORAL GABLES, FL 33146
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CRD#: 1654246
AC
Professional summary
Antonio Nmn Camejo, who also goes by Antonio Camejo, is a registered financial advisor currently at PORTFOLIO RESOURCES ADVISOR GROUP, INC. located in Coral Gables, Florida and PORTFOLIO RESOURCES GROUP, INC. located in Coral Gables, Florida.
Antonio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Antonio has worked at 5 firms and has passed the Series 66, Series 63, Series 52TO, Series 79TO, Series 99TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Antonio Camejo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) "Portfolio Resources Advisor Group, Inc. affiliate of Portfolio Resources Group", is Investment Related, 4000 Ponce De Leon Blvd, Ste 670, Coral Gables, FL 33146, An Investment Advisor, President,1/4/2008,80 hours per month,80 hours per month during trading hours, Other Compensation, salary and management fees, duties: supervision, portfolio management, administrative, compliance. (2) Investment Resources Int'l Inc, a Portfolio Resources Affiliate, is Not Investment Related,800 Brickell Ave Suite 903 Miami FL 33131, Human Resources / Administration, President of the Board,8/1/1991,2 hours per month,0 hours per month during trading hours, Salary Compensation, Providing administrative services.
CRS (Client Relationship Summary) - RIA
Click below to view Antonio Nmn Camejo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2008 - Present
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
Office #1: 4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146RIA
CRD#: 144601
CORAL GABLES, FL
Current
March 31, 1993 - Present
PORTFOLIO RESOURCES GROUP, INC.
Office #1: 4000 Ponce De Leon Blvd. Suite 670, Coral Gables, FL 33146BD
CRD#: 31155
Coral Gables, FL
Past
July 22, 2005 - December 22, 2008
AMERICA ISRAEL INVESTMENT ASSOCIATES, LLC
RIA
CRD#: 136039
MIAMI, FL
Past
March 27, 1991 - June 23, 1993
EQIS SECURITIES, LLC
BD
CRD#: 20633
SAN RAFAEL, CA
Past
April 29, 1987 - February 13, 1991
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PR
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CHANCERY FINANCIAL ADVISORS | SUSTAINABLE WEALTH ADVISORS | SEVEN GENERATIONS INVESTING LLC | PROFILE INVESTMENT SERVICES, LTD | PRINCIPLED INVESTING LLC | PPD-FINANCIAL | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | LIGHTHOUSE CAPITAL | LANDER ADVISORY | JOYCE MOORE FINANCIAL SERVICES | ISASI WEALTH ADVISORY | HIGH IMPACT INVESTMENTS | FOSTER FINANCIAL SERVICES INC
CRD#: 144601 / SEC#: 801-111808
RIA
Registered Investment Advisory firm - (10/6/2017 Approved)Arizona
Registered Investment Advisory firm - (10/6/2017 Terminated)California
Registered Investment Advisory firm - (11/5/2017 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2017 Terminated)Florida
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (10/12/2017 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/20/2017 Terminated)New York
Registered Investment Advisory firm - (10/6/2017 Terminated)North Carolina
Registered Investment Advisory firm - (10/6/2017 Terminated)Oregon
Registered Investment Advisory firm - (11/7/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/10/2017 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (10/6/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/8/2016)
RR
California(3/18/2005)
RR
Colorado(12/4/2013)
RR
Connecticut(6/26/2006)
RR
Delaware(4/25/2014)
RR
Florida(4/8/1993)
IAR
Florida(1/4/2008)
RR
Georgia(1/18/2008)
RR
Illinois(2/20/2007)
RR
Indiana(3/14/2008)
RR
Kansas(2/4/2008)
RR
Kentucky(7/8/2016)
RR
Maryland(2/6/2007)
RR
Massachusetts(3/18/2005)
RR
Montana(1/3/2014)
RR
Nevada(1/30/2008)
RR
New Jersey(10/4/2006)
RR
New York(3/18/2005)
IAR
New York(5/14/2021)
RR
North Carolina(7/7/2016)
RR
Ohio(12/18/2007)
RR
Oregon(12/3/2007)
RR
Pennsylvania(12/12/2007)
RR
Texas(2/11/2008)
RR
Washington(12/4/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PR
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CHANCERY FINANCIAL ADVISORS | SUSTAINABLE WEALTH ADVISORS | SEVEN GENERATIONS INVESTING LLC | PROFILE INVESTMENT SERVICES, LTD | PRINCIPLED INVESTING LLC | PPD-FINANCIAL | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | LIGHTHOUSE CAPITAL | LANDER ADVISORY | JOYCE MOORE FINANCIAL SERVICES | ISASI WEALTH ADVISORY | HIGH IMPACT INVESTMENTS | FOSTER FINANCIAL SERVICES INC
CRD#: 144601 / SEC#: 801-111808
RIA
Registered Investment Advisory firm - (10/6/2017 Approved)Arizona
Registered Investment Advisory firm - (10/6/2017 Terminated)California
Registered Investment Advisory firm - (11/5/2017 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2017 Terminated)Florida
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (10/12/2017 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/20/2017 Terminated)New York
Registered Investment Advisory firm - (10/6/2017 Terminated)North Carolina
Registered Investment Advisory firm - (10/6/2017 Terminated)Oregon
Registered Investment Advisory firm - (11/7/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/10/2017 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (10/6/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146
Mailing Address
Phone number
(305) 372-0299
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 362 |
| AUM (Assets Under Management) | $ 115,963,278 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD#: 144601Coral Gables, FL 33146TRUST BUT VERIFY
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Contact information
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