Cameron Harris Newell
Investment adviser representative at Alpha Financial Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$619.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Alpha Financial Advisors, LLCApr 2022 to now
- Rock Point Advisors, LLCOct 2020 to Apr 2022
- Bank of AmericaDec 2016 to Oct 2020
- Wells Fargo SecuritiesNov 2015 to Nov 2016
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Alpha Financial Advisors, LLC
$619.3MAssets managed
259Clients
8Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6367520
- Firm CRD
- 122545