Camille F. Fuleihan

FULEIHAN, CAMILLE, FARID

BELMONT, MA

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CRD#: 2623823

Professional summary

Camille Farid Fuleihan is a registered financial advisor currently at FULEIHAN, CAMILLE, FARID located in Belmont, Massachusetts.

Camille is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Camille has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Camille Farid Fuleihan'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®

None

Experience

Current

November 29, 2002 - Present

FULEIHAN, CAMILLE, FARID

RIA

CRD#: 129455

BELMONT, MA

Past

April 12, 2002 - December 11, 2002

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

Past

September 28, 1995 - April 12, 2002

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

July 27, 1995 - September 11, 1995

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(11/29/2002)

IAR

Michigan
(11/24/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/26/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/28/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/13/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/26/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/7/1995

Investment Company Products/Variable Contracts Principal Examination

Current Firm

FULEIHAN, CAMILLE, FARID

FULEIHAN, CAMILLE, FARID | PLATO ADVISORY GROUP

CRD#: 129455 / SEC#:

Massachusetts

Registered Investment Advisory firm - (11/29/2002 Approved)

Michigan

Registered Investment Advisory firm - (11/14/2006 Approved)

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Contact information

Main Address

Belmont, MA

Mailing Address

Phone number

(617) 489-0818

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 16,861,299

Red Flags

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Camille F. Fuleihan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Camille Farid Fuleihan's CRS (Customer Relationship Summary).

Certified licenses

Experience

FULEIHAN, CAMILLE, FARID

WORLD GROUP SECURITIES, INC.

WMA SECURITIES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/1997

Series 63

Date: 7/28/1995

Series 7

Date: 11/13/1996

Series 6

Date: 7/26/1995

Series 26

Date: 8/7/1995

Current Firm

FULEIHAN, CAMILLE, FARID

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FULEIHAN, CAMILLE, FARID

TRUST BUT VERIFY

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