Kamila A. Elliott
COLLECTIVE WEALTH PARTNERS
Brookhaven, GA
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CRD#: 4101837
Professional summary
Kamila Ann Elliott, CFP®, who also goes by Kamila A Elliott, Kamila Elliott, Kamila A Mcdonnough Ms., Kamila Ann Mcdonnough, Kamila Williams, is a registered financial advisor currently at COLLECTIVE WEALTH PARTNERS, LLC located in Brookhaven, Georgia.
Kamila is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kamila has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kamila A Elliott | Kamila Elliott | Kamila A Mcdonnough Ms. | Kamila Ann Mcdonnough | Kamila Williams
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.Organization: WMBE Partners Address: 215 Washington Avenue Towson, MD 21204 Role: Committee Member Start Date: 3/30/2022 - Present Investment Related: No Compensation Type: Paid Total Hours Per Month: 2 Duties: Asset in the determination of franchise owners for Far & Dotter, Provide support to franchise owners through coaching and development, assess the success of the franchise owners 2. 5/22/2019 - Financial Independence Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 05/06/2019 - 5 Hours Per Month/5 Hours During Securities Trading - Non-variable life, disability and long term care insurance support and issuance. 3. 01/2022 CHAIR OF CFP BOARD OF STANDARDS- Yes, Investment Related- 1425 K Street NW Suite 800 Washington DC 20005- volunteers approximately 20 hours monthly during business hours. Duties include: providing oversight and leadership for the CFP Board of Directors. 4. 01/2019 BOARD OF DIRECTORS OF CFP- Yes, Investment Related- 1425 K Street NW Suite 800 Washington DC 20005- volunteers approximately 10 hours monthly during business hours. Duties include: provide oversight and governance for the CFP Board. 5. 01/2012- Present- Tax Preparation. No, not investment related. Business conducted from home. Prepare individual and business tax returns. Hours worked approximately 7 hours monthly. 6. CNBC Financial Advisor Council Yes, investment related Address: 900 Sylvan Avenue Englewood Cliffs, NJ 07632 Nature: Media Company Position: Contributor Start date- 1/1/2023 Number of hours- 3 hours per month Number of hours during business trading hours- Various Duties-Support with investment and financial planning contact through live tv appearances, periodicals and op ed pieces.
CRS (Client Relationship Summary) - RIA
Click below to view Kamila Ann Elliott'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®
CFP®
Start date: 2013
Experience
Current
March 1, 2022 - Present
COLLECTIVE WEALTH PARTNERS, LLC
RIA
CRD#: 317519
Brookhaven, GA
Past
June 3, 2022 - June 6, 2022
RE-ENVISION WEALTH
RIA
CRD#: 299357
WASHINGTON, D.C, DC
Past
April 4, 2019 - February 14, 2020
INDEPENDENT ADVISOR ALLIANCE, LLC
RIA
CRD#: 168267
MATTHEWS, NC
Past
April 2, 2019 - February 28, 2020
LPL FINANCIAL LLC
BD
CRD#: 6413
MATTHEWS, NC
Past
August 17, 2017 - February 8, 2019
DIMENSIONAL FUND ADVISORS LP
RIA
CRD#: 106482
CHARLOTTE, NC
Past
August 17, 2017 - February 8, 2019
DFA SECURITIES LLC
BD
CRD#: 10292
CHARLOTTE, NC
Past
January 23, 2012 - July 25, 2017
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
CHARLOTTE, NC
Past
February 3, 2000 - July 25, 2017
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
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".
CW
COLLECTIVE WEALTH PARTNERS, LLC
ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC
CRD#: 317519 / SEC#: 801-123714
RIA
Registered Investment Advisory firm - (4/14/2022 Approved)Georgia
Registered Investment Advisory firm - (4/26/2022 Terminated)Texas
Registered Investment Advisory firm - (4/18/2022 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.Highlighted states indicate IAR registrations
IAR
Georgia(3/2/2022)
IAR
Texas(3/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CW
COLLECTIVE WEALTH PARTNERS, LLC
ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC
CRD#: 317519 / SEC#: 801-123714
RIA
Registered Investment Advisory firm - (4/14/2022 Approved)Georgia
Registered Investment Advisory firm - (4/26/2022 Terminated)Texas
Registered Investment Advisory firm - (4/18/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309
Mailing Address
1100 Peachtree Street Ne Suite 250, Altanta, GA 30309
Phone number
(404) 633-9952
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 409 |
| AUM (Assets Under Management) | $ 42,493,998 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
