Kathleen Campbell, financial advisor Fort Myers FL

Kathleen Campbell

CRD Number: 5277659
Current Firm: Campbell Financial Partners, LLC
Compensation Model: Fee Only

Campbell Financial Partners, LLC is a fee-only financial planning and investment advisory firm, serving the needs of individuals and couples throughout Southwest Florida.  We specialize in providing guidance to pre-retirees and retirees, helping you enjoy a financially secure and stress-free retirement.

 

Kathleen Campbell (CRD# 5277659) is an Investment Advisor Representative and is the owner of Campbell Financial Partners, LLC in Fort Myers, FL and has over 11 years of experience in the finance industry.

CONTACT
Similar Advisors
Jason Abbamonte, financial advisor Fort Myers FL
Jason M. Abbamonte
CRD# 5535997
Charles Schwab & Company, Inc.
Similar Advisors
Albert Abdo, financial advisor Fort Myers FL
Albert Abdo
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Margo Abdo, financial advisor Fort Myers FL
Margo Abdo
CRD# 2581945
Rbc Capital Markets, LLC
Company Name Location Dates Years
Campbell Financial Partners, LLC Sanibel, FL Dec 2006 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Kathleen N. Campbell
Phone Number: 239-454-5333
Advisor Website: http://www.campbellfp.com
Registered State(s):
  • FL
  • TX
Current Firm Details
Campbell Financial Partners, LLC
Firm's CRD Number: 142889
By the Numbers
  • Total Assets Under Management
    118
    MILLIONS
  • Total Number of Accounts
    429
    ACCOUNTS
  • Average Account Value
    $274,225
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, OH

Ready to hire a financial advisor? Get competitive proposals from Kathleen Campbell and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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.