Alpheus Cameron Mckenzie Hertell
Professional Summary
Alpheus Cameron Mckenzie Hertell, who also goes by Cameron Mckenzie, Alpheus Cameron Mckenzie, is a registered financial advisor currently at MCKENZIE INVESTMENT ADVISORS LLC located in Guaynabo, undefined and MCKENZIE SECURITIES LLC located in Guaynabo, undefined. Alpheus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Alpheus has worked at 2 firms and has passed the Series 66, Series 99TO, Series 79TO, Series 7TO,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cameron Mckenzie, Alpheus Cameron Mckenzie
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
MCKENZIE INVESTMENT ADVISORS LLC
Contact Information
Main Address
T-mobile Center - B7 Calle Tabonuco Ste 1605, Guaynabo, PR 00968-3343Phone Number
(787) 671-4763# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/1/2021)
(7/30/2021)
(10/20/2021)
(10/25/2021)
(7/6/2021)
(12/9/2021)
(7/6/2021)
(7/15/2021)
(4/20/2026)
(6/30/2021)
(4/11/2022)
(7/6/2021)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Dec 2020About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Alpheus Cameron Mckenzie Hertell's CRS (Customer Relationship Summary).
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