Campbell & Associates
Campbell & Associates (CRD# 142086) is a financial advisory firm headquartered in Winter Haven, FL. They manage $8,565,484 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts15ACCOUNTS
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Average Account Value$571,032
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Campbell & Associates
1
Robert Campbell (CRD# 2987739) is an Investment Advisor Representative working at Campbell & Associates in Haines City, FL and has over 24 years of experience in the finance industry.
2
Karen Premuto (CRD# 2987737) is an Investment Advisor Representative working at Campbell & Associates in Winter Haven, FL and has over 26 years of experience in the finance industry.
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