RC
Rico A. Camerone
NEW ERA INVESTMENTS LLC
Southfield, MI 48034
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CRD#: 6610801
RC
Professional summary
Rico Allen Camerone is a registered financial advisor currently at NEW ERA INVESTMENTS LLC located in Southfield, Michigan.
Rico is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Rico has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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.
1) 1. New Era Investments LLC 2. Investment Related 3. 28411 Northwestern Hwy, Suite 970 Southfield Michigan 48034 4. Sale/Service of Fixed Annuities, Life insurance and disability insurance. 5 Insurance Representative 6. 05/2015 7. 100 hrs/mo 8. 5 hrs during trading hrs 9. Sell and service of life and disability as well as fixed annuities. 2) 1. New Era Investments LLC (RIA) 2. Investment Related 3. 28411 Northwestern Hwy, Suite 970 Southfield Michigan 48034 4. Investment Advisory Services 5. Investment Advisor Representative 6. 10/15/2021 7. 100 hrs/mo 8. 5 hrs during trading hrs 9. Providing Investment Advice for Mutual funds and Separate Managed Accounts. 3) 1. Integrity Insurance Agency 2. Investment related 3. 28411 Northwestern Hwy, Suite 970 Southfield Michigan 48034 4. Auto and Homeowners Insurance 5. Insurance Representative 6. 05/2015 7. 5 hrs/mo 8. 1 hrs during trading hrs 9. Quoting Auto and home insurance to existing financial servicing clients 4) 1. TheWebTide 2. Investment Related 3. 27258 Demrick 4. Marketing 5. Owner 6. 08/28/2015 7. 10 hrs/mo 8. 0 hrs during trading hrs 9.Run Marketing Campaigns, as well as Fix and edit websites for small businesses. 5) 1. PKS Financial 2. Investment related 3. 80 state street, Albany NY 12207 4. Fixed / traditional insurance 5. agent 6. 10/2021 7. 10 hrs/mo 8. 10 hrs during trading 9. Sales of fixed / traditional insurance products 6) 1. Fixed Insurance 2. investment related 3. 28411 Northwestern Hwy, Suite 970 Southfield Michigan 48034 4. Fixed / traditional insurance 5. agent 6. 10/2021 7. 10 hrs/mo 8. 10 hrs during trading hrs 9.Sales of Fixed / Traditional insurance products. Commissions are paid from the sales of Fixed Annuities, Variable Annuities, Insurance and or supplemental Insurance. 7) Cityofdetroit457.com, address of registered branch location. Website. Website Owner. Investment Related. Light maintenance that allows city of Detroit to go on to a website get general 457 information and book a appointment on to my calendly schedule. 3-4 hrs/0 during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Rico Allen 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®
NoneExperience
Current
October 15, 2021 - Present
NEW ERA INVESTMENTS LLC
Office #1: 28411 Northwestern Hwy Suite 970, Southfield, MI 48034RIA
CRD#: 312703
Southfield, MI
Past
October 15, 2021 - December 6, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Southfield, MI
Past
August 26, 2020 - October 14, 2021
CAPITAL ANALYSTS
RIA
CRD#: 162200
Farmington Hills, MI
Past
August 15, 2019 - October 14, 2021
LINCOLN INVESTMENT
RIA
CRD#: 519
Farmington Hills, MI
Past
February 20, 2019 - October 14, 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.Highlighted states indicate IAR registrations
IAR
Michigan(10/15/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/20/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
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
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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
Regulatory assets under management
| Total Number of Accounts | 520 |
| AUM (Assets Under Management) | $ 20,972,163 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
