NC
Nora Camejo
PORTFOLIO RESOURCES ADVISOR GROUP
CORAL GABLES, FL 33146
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CRD#: 7007800
NC
Professional summary
Nora Camejo, who also goes by Nora Baquero Camejo, Nora Consuelo Camejo, Nora Camejo, is a registered financial advisor currently at PORTFOLIO RESOURCES ADVISOR GROUP, INC. located in Coral Gables, Florida.
Nora is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nora has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nora Baquero Camejo | Nora Consuelo Camejo | Nora Camejo
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.
FRELANCE GRAPHICS DESIGNER SINCE 1993. OWNER AND OPERATOR OF DESIGN ONE GRAPHICS, IN MIAMI, FLORIDA, A NON-INVESTMENT RELATED BUSINESS. FLORIDA REAL ESTATE SALES ASSOCIATE SINCE 2001. FLORIDA LIFE AND VARIABLE ANNUITIES INSURANCE AGENT SINCE 2015. DEVOTES APROXIMATELY 30 HOURS PER WEEK TO THESE OTHER BUSINESSES.
CRS (Client Relationship Summary) - RIA
Click below to view Nora Camejo'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
November 6, 2020 - Present
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
Office #1: 4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146RIA
CRD#: 144601
CORAL GABLES, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PR
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CHANCERY FINANCIAL ADVISORS | SUSTAINABLE WEALTH ADVISORS | SEVEN GENERATIONS INVESTING LLC | PROFILE INVESTMENT SERVICES, LTD | PRINCIPLED INVESTING LLC | PPD-FINANCIAL | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | LIGHTHOUSE CAPITAL | LANDER ADVISORY | JOYCE MOORE FINANCIAL SERVICES | ISASI WEALTH ADVISORY | HIGH IMPACT INVESTMENTS | FOSTER FINANCIAL SERVICES INC
CRD#: 144601 / SEC#: 801-111808
RIA
Registered Investment Advisory firm - (10/6/2017 Approved)Arizona
Registered Investment Advisory firm - (10/6/2017 Terminated)California
Registered Investment Advisory firm - (11/5/2017 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2017 Terminated)Florida
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (10/12/2017 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/20/2017 Terminated)New York
Registered Investment Advisory firm - (10/6/2017 Terminated)North Carolina
Registered Investment Advisory firm - (10/6/2017 Terminated)Oregon
Registered Investment Advisory firm - (11/7/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/10/2017 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (10/6/2017 Terminated)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
Florida(11/6/2020)
Current Firm
PR
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CHANCERY FINANCIAL ADVISORS | SUSTAINABLE WEALTH ADVISORS | SEVEN GENERATIONS INVESTING LLC | PROFILE INVESTMENT SERVICES, LTD | PRINCIPLED INVESTING LLC | PPD-FINANCIAL | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | LIGHTHOUSE CAPITAL | LANDER ADVISORY | JOYCE MOORE FINANCIAL SERVICES | ISASI WEALTH ADVISORY | HIGH IMPACT INVESTMENTS | FOSTER FINANCIAL SERVICES INC
CRD#: 144601 / SEC#: 801-111808
RIA
Registered Investment Advisory firm - (10/6/2017 Approved)Arizona
Registered Investment Advisory firm - (10/6/2017 Terminated)California
Registered Investment Advisory firm - (11/5/2017 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2017 Terminated)Florida
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (10/12/2017 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/20/2017 Terminated)New York
Registered Investment Advisory firm - (10/6/2017 Terminated)North Carolina
Registered Investment Advisory firm - (10/6/2017 Terminated)Oregon
Registered Investment Advisory firm - (11/7/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/10/2017 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (10/6/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146
Mailing Address
Phone number
(305) 372-0299
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 362 |
| AUM (Assets Under Management) | $ 115,963,278 |
Red Flags
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Company Information
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD#: 144601Coral Gables, FL 33146TRUST BUT VERIFY
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