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Cameron Harris Newell

Alpha Financial Advisors, LLC

Charlotte, NC

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Current Employers
Alpha Financial Advisors, Llc

11325 N Community House Rd Suite #410, Charlotte, NC 28277-0524 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-01
TX RA APPROVED 2024-08-01
  • NC RA
    APPROVED
    Since 2024-08-01
  • TX RA
    APPROVED
    Since 2024-08-01

Branch Locations

11325 N Community House Rd Suite #410, Charlotte, NC 28277-0524 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alpha Financial Advisors, Llc Charlotte NC 04/2022 Present
Wells Fargo Securities Charlotte NC 11/2015 11/2016
Bank Of America Charlotte NC 12/2016 10/2020
Rock Point Advisors, Llc Burlington VT 10/2020 04/2022
  • 04/2022 → Present
    Alpha Financial Advisors, Llc
    Charlotte, NC
  • 11/2015 → 11/2016
    Wells Fargo Securities
    Charlotte, NC
  • 12/2016 → 10/2020
    Bank Of America
    Charlotte, NC
  • 10/2020 → 04/2022
    Rock Point Advisors, Llc
    Burlington, VT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-08-13
  • S63 Uniform Securities Agent State Law Examination
    2014-08-13
Designations

View on SEC IAPD

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