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CL

Camille M. Larsen

Some features on this profile are disabled
CRD#: 7328108
CL

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.

Camille Moni Larsen was a registered financial professional .

Camille is a previously registered financial professional and started their career in finance in 2021. Camille had worked at 3 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.
I*135728 For profit or not for profit: For-Profit Organization Name of outside business organization: High5Wizard Investment related: N Address of business: San Diego, California 92127 Nature of business: LLC, Position, title, association: Other, Member of LLC Start date of relationship: 6/1/2020 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Chief Operating Officer of this company Responsibilities: Monitor communication between curriculum creators and company Outreach to school districts to present and sell product Marketing Business Development I*138280 For profit or not for profit: For-Profit Organization Name of outside business organization: ESM Prep Investment related: N Address of business: Sacramento, California 95825 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 6/7/2021 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ESM Prep is a college counseling company that gives mentorship services for students as well as tutoring services. My new position would be as an essay coach working with a few students on their college essays - editing/reviewing.

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

September 29, 2022 - December 12, 2023

LORD, ABBETT & CO. LLC

RIA
CRD#: 110391
JERSEY CITY, NJ
Past

September 27, 2022 - December 12, 2023

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ
Past

September 20, 2021 - August 4, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

July 12, 2021 - August 4, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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".
LA
LORD, ABBETT & CO. LLC
LORD ABBETT & CO. LLC | LORD, ABBETT & CO. LLC | LORD, ABBETT & CO.

CRD#: 110391 / SEC#: 801-6997

RIA
Registered Investment Advisory firm - (11/7/1970 Approved)

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: 9/17/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/12/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/1/2020
Securities Industry Essentials Examination

Current Firm

LA
LORD, ABBETT & CO. LLC
LORD ABBETT & CO. LLC | LORD, ABBETT & CO. LLC | LORD, ABBETT & CO.

CRD#: 110391 / SEC#: 801-6997

RIA
Registered Investment Advisory firm - (11/7/1970 Approved)
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Contact information

Main Address
30 Hudson Street, Jersey City, NJ 07302-4804
Mailing Address
Phone number
(201) 827-2000
Established
Firm type
Fiscal year end
# of Employees
789

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (12/20/2024)

Regulatory assets under management

Total Number of Accounts30,191
AUM (Assets Under Management)$ 238,757,080,041

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

LORD, ABBETT & CO. LLC

CRD#: 110391

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