Donald Campagna, financial advisor Fort Lauderdale FL
86 score

Donald Campagna

CRD Number: 1059867
Current Firm: Personal Portfolio Management, Inc.

Donald Campagna (CRD# 1059867) is an Investment Advisor Representative working at Personal Portfolio Management, Inc. in Fort Lauderdale, FL and has over 30 years of experience in the finance industry. Donald Campagna 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
Raymond James Financial Services, Inc. Boca Raton, FL Mar 2001 - Current 15
Personal Portfolio Mgmt., Inc. Fort Lauderdale, FL Mar 1985 - Current 31
Insurance - Non Variable Boca Raton, FL Aug 2006 - Jan 2014 7
Insurance Boca Raton, FL Feb 2001 - Jan 2014 12
Registered Investment Advisor Boca Raton, FL Mar 1985 - Feb 2009 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Donald J. Campagna
Phone Number: 754-216-0910
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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


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