Kevin Campbell (CRD# 4444403) is an Investment Advisor Representative working at Focus Point Capital LLC in Dacono, CO and has over 19 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 2520368
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Focus Point Capital LLC | Dacono, CO | Oct 2021 - Current | 2 |
| Vison 4 Fund Distributers | Denver, CO | Jul 2021 - Current | 2 |
| Fdx Capital LLC | Denver, CO | Sep 2015 - Apr 2021 | 5 |
| James Alpha Advisors | Denver, CO | Mar 2012 - Apr 2021 | 9 |
| Global Financial Private Capital, LLC | Dacono, CO | Oct 2016 - May 2017 | < 1 |
| Ascent Real Estate Securities LLC | Denver, CO | Mar 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- CA
- CO
-
Total Assets Under Management70MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$1,040,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, NY, TX
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 derived from SEC.gov data covering 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.
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.