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Camari Ellis

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CRD#: 4986986
CE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Camari Ellis was a registered financial professional .

Camari is a previously registered financial professional and started their career in finance in 2006. Camari had worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 7, 2011 - December 31, 2017

ASCENSION INVESTMENT ADVISORS

RIA
CRD#: 121753
PHILADELPHIA, PA
Past

February 28, 2008 - June 4, 2009

NEW ENGLAND SECURITIES

RIA
CRD#: 615
NEWTOWN SQUARE, PA
Past

April 6, 2006 - June 4, 2009

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEWTOWN SQUARE, PA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/25/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AI
ASCENSION INVESTMENT ADVISORS
ASCENSION INVESTMENT ADVISORS | WEALTH MANAGEMENT NETWORK, INC. | WEALTH MANAGEMENT NETWORK LLC | WEALTH MANAGEMENT NETWORK

CRD#: 121753 / SEC#:

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Contact information


Main Address
Philadelphia, PA
Mailing Address
150 Monument Rd Suite 207, Bala Cynwyd, PA 19004
Phone number
(215) 554-3451
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts47
AUM (Assets Under Management)$ 9,570,962

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


ASCENSION INVESTMENT ADVISORS

CRD#: 121753

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