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Cameron A. Harris

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CRD#: 6960465
CH

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.

Cameron Alan Harris was a registered financial professional .

Cameron is a previously registered financial professional and started their career in finance in 2018. Cameron had worked at 6 firms and has passed the Series 66, Series 7TO and SIE 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.
Sun Income Tax LLC - Investment Related - Chandler AZ, 85225 - Tax Prep/Accounting/CPA - Owner & Tax Preparer - Started 12/20/2019 - 140 Hours Per Month/90 Hours During Securities Trading. Cameron Harris, Sole Proprietor; Investment Related; Insurance Agent; Start Date 07/2021; Cave Creek, AZ; Approximately 10% of time

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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

June 20, 2024 - September 15, 2025

FINEST EDGE FINANCIAL LLC

RIA
CRD#: 330498
Scottsdale, AZ
Past

August 3, 2023 - March 19, 2024

LIFE WISE PLANNING GROUP LLC

RIA
CRD#: 327236
Scottsdale, AZ
Past

August 31, 2021 - April 26, 2024

PREMIER SOUTHWEST PLANNING GROUP, LLC

RIA
CRD#: 132868
Chandler, AZ
Past

February 22, 2019 - May 26, 2021

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

RIA
CRD#: 169045
SCOTTSDALE, AZ
Past

November 28, 2018 - May 17, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
SCOTTSDALE, AZ
Past

October 29, 2018 - November 15, 2018

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SURPRISE, AZ

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
RR
IAR
Series 66
Date: 2/8/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/29/2018
General Securities Representative Examination
General Industry/Product Exam

Current Firm


FE
FINEST EDGE FINANCIAL LLC
FINEST EDGE FINANCIAL LLC

CRD#: 330498 / SEC#:

Arizona
Registered Investment Advisory firm - (3/29/2024 Approved)
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Contact information


Main Address
Phoenix, AZ
Mailing Address
Phone number
(623) 693-4820
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts14
AUM (Assets Under Management)$ 550,000

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


FINEST EDGE FINANCIAL LLC

CRD#: 330498

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