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CF

Christine A. Frank

CAMDEN FINANCIAL SERVICES
KELLER, TX 76244
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CRD#: 1957716
CF

Professional summary


Christine Alloggiamento Frank, who also goes by Christine Alloggiamento, Christine Frank, is a registered financial professional currently at CAMDEN FINANCIAL SERVICES located in Keller, Texas.

Christine is registered as a RR (Registered Representative) and started their career in finance in 1995. Christine has worked at 9 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christine Alloggiamento | Christine Frank

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Christine Alloggiamento Frank's CRS (Customer Relationship Summary).
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®
None

Experience


Current

October 31, 2024 - Present

CAMDEN FINANCIAL SERVICES

Office #1: 4913 Bateman Road, Keller, TX 76244
BD
CRD#: 19925
KELLER, TX
Past

March 25, 2022 - December 31, 2022

CAMDEN FINANCIAL SERVICES

BD
CRD#: 19925
KELLER, TX
Past

April 18, 2019 - December 31, 2021

CLEARSIGHT CAPITAL ADVISORS, INC

BD
CRD#: 159543
New York, NY
Past

July 2, 2012 - February 21, 2019

WALLER CAPITAL SECURITIES LLC

BD
CRD#: 127734
NEW YORK, NY
Past

April 16, 2010 - July 2, 2012

CPIBD LLC

BD
CRD#: 46049
NEW YORK, NY
Past

July 24, 2006 - June 26, 2009

FIRST CITIZENS CAPITAL SECURITIES, LLC

BD
CRD#: 41504
NEW YORK, NY
Past

November 1, 2003 - April 20, 2005

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
NEW YORK, NY
Past

April 3, 2002 - November 1, 2003

HARRIS NESBITT CORP.

BD
CRD#: 7299
CHICAGO, IL
Past

October 21, 1998 - February 23, 2001

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

January 10, 1995 - August 27, 1998

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
New York
(10/31/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 1/3/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CF
CAMDEN FINANCIAL SERVICES
CAMDEN FINANCIAL SERVICES | ROBERT BRUCE AND COMPANY | CAPPELLO GLOBAL LLC | CAMDEN FINANCIAL SERVICES, INC.

CRD#: 19925 / SEC#: , 8-37303

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
4913 Bateman Road, Keller, TX 76244
Mailing Address
4913 Bateman Road, Keller, TX 76244
Phone number
(214) 336-5218
Established
California since 03/14/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
UCCIFERRI, LOUIEPRESIDENT, FINOP, CHIEF COMPLIANCE OFFICER, AML-CO1156956

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAMDEN FINANCIAL SERVICES

CRD#: 19925Keller, TX 76244

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