Thomas Campi, financial advisor Easton MD

Thomas Campi

CRD Number: 4272965
Current Firm: Index Portfolio Tools Advisors

Thomas Campi (CRD# 4272965) is an Investment Advisor Representative working at Index Portfolio Tools Advisors in Easton, MD and has over 21 years of experience in the finance industry. Thomas Campi 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.

Similar Advisors
Erik Johnson, financial advisor Easton MD
Erik D. Johnson
CRD# 2185673
Cornerstone Advisory
Similar Advisors
Ronald Flohr, financial advisor Easton MD
Ronald J. Flohr
CRD# 4449737
Morgan Stanley
Similar Advisors
Tracy Aaron, financial advisor Easton MD
Tracy L. Aaron
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Index Portfolio Tools Advisors Saint Michaels, MD Oct 2011 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Thomas R. Campi
Phone Number: (650) 605-3622
Registered State(s):
  • MD
Current Firm Details
Index Portfolio Tools Advisors
Firm's CRD Number: 159434
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,270,063
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD

Ready to hire a financial advisor? Get competitive proposals from Thomas Campi and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.