Russell Campbell, financial advisor Clearwater FL

Russell Campbell

CRD Number: 2210455
Current Firm: Provise Management Group, LLC

Russell Campbell (CRD# 2210455) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 29 years of experience in the finance industry. Russell Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Provise Management Group, LLC Clearwater, FL Jan 2021 - Current < 1
Ambassador Advisors Lancaster, PA Jul 2019 - Jan 2021 1
Rjc Capital, Llc (rjc Ventures, Llc) Exton, PA Aug 2013 - Jul 2019 5
The Vanguard Group, Inc. Malvern, PA Oct 1996 - Jun 2013 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Apr 1992
Contact Info for Russell J. Campbell
Phone Number: [727] 441-9022
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,516
    MILLIONS
  • Total Number of Accounts
    3,539
    ACCOUNTS
  • Average Account Value
    $428,267
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA

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