AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LC

Lisa R. Camerone

NEW ERA INVESTMENTS LLC
Southfield, MI 48034
Some features on this profile are disabled
CRD#: 5858091
LC

Professional summary

Lisa Renee Camerone, who also goes by Lisa R. Camerone, Lisa Camerone, Lisa R Everley, is a registered financial advisor currently at NEW ERA INVESTMENTS LLC located in Southfield, Michigan and PURSHE KAPLAN STERLING INVESTMENTS located in Southfield, Michigan.

Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Lisa has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lisa R. Camerone | Lisa Camerone | Lisa R Everley

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) New Era Investments LLC; Investment Related; 28411 NW Hwy, Ste 970, Southfield, MI 48034; Independent Agency Selling Fixed/Fixed Index Annuities, Life, Health & Disability Insurance; Title - Agency Administrator/Member; Start - 9/2001; 20 Hrs/Mth; 20 During Securities Trading Hrs; Payroll, Filing, Book Reconciliations 2) Camerone Wealth Management LLC; Investment Related; 28411 NW Hwy, Ste 970, Southfield, MI 48034; Independent Agency Selling Fixed/Fixed Index Annuities, Life, Health & Disability Insurance; Title - Agency Administrator/Financial Rep; Start - 7/2021; 20 Hrs/Mth; 20 During Securities Trading Hrs; Monitor Accounts, Service Clients, Administrative 3) Integrity Insurance Agency, LLC; Non-Investment Related; 28411 NW Hwy, Ste 970, Southfield, MI 48034; Auto/Home Insurance; Title - Agency Administrator/Member; Start - 4/2006; 30 Hrs/Mth; 20 During Securities Trading Hrs; Payroll, Filing, Book Reconciliations, Accounts Payable/Receivable 4) Fixed Insurance; Investment Related; 28411 Northwestern Hwy, Ste 970, Southfield, MI 48034; Fixed/Traditional Insurance; Title - Agent; Start - 7/2021; 20 Hrs/Mth; 20 During Securities Trading Hrs; Sales of Fixed / Traditional insurance products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Renee Camerone'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

October 5, 2021 - Present

NEW ERA INVESTMENTS LLC

Office #1: 28411 Northwestern Hwy Suite 970, Southfield, MI 48034
RIA
CRD#: 312703
Southfield, MI
Current

September 7, 2021 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 28411 Northwestern Hwy Suite 970, Southfield, MI 48034
BD
CRD#: 35747
Southfield, MI
Past

August 26, 2020 - September 9, 2021

LINCOLN INVESTMENT

RIA
CRD#: 519
Farmington Hills, MI
Past

August 26, 2020 - September 9, 2021

CAPITAL ANALYSTS

RIA
CRD#: 162200
Pontiac, MI
Past

October 29, 2010 - September 9, 2021

LINCOLN INVESTMENT

BD
CRD#: 519
Farmington Hills, MI

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.
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
Michigan
(9/7/2021)
IAR
Michigan
(10/5/2021)
RR
New York
(9/7/2021)
RR
North Carolina
(9/9/2021)
RR
Ohio
(6/5/2024)
RR
Texas
(9/7/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/26/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/27/2010
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

NE
NEW ERA INVESTMENTS LLC
NEW ERA INVESTMENTS LLC

CRD#: 312703 / SEC#:

Michigan
Registered Investment Advisory firm - (2/23/2021 Approved)
Texas
Registered Investment Advisory firm - (2/28/2023 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
28411 Northwestern Hwy Suite 970, Southfield, MI 48034
Mailing Address
Phone number
(248) 352-1951
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts520
AUM (Assets Under Management)$ 20,972,163

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

NEW ERA INVESTMENTS LLC

CRD#: 312703Southfield, MI 48034

TRUST BUT VERIFY

Monitor Lisa Camerone

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jack Anthony Jerzewski
Jack JerzewskiAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
TROY, MI
Lyndon L Davis
Lyndon DavisAdvisorCheck Check Mark
LIGHTSQUARE WEALTH MANAGEMENT, LLC
IAR
Farmington Hills, MI
Michael Haven Delap
Michael DelapAdvisorCheck Check Mark
OSAIC WEALTH, INC.
PR
SCOTTSDALE, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.