Robert Campbell, financial advisor Haines City FL

Robert Campbell

CRD Number: 2987739
Current Firm: Campbell & Associates

Robert Campbell (CRD# 2987739) is an Investment Advisor Representative working at Campbell & Associates in Haines City, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Campbell & Associates, Pa, Cpa's Winter Haven, FL Jan 1989 - Current 35
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Robert T. Campbell
Phone Number: 863-299-1238
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $571,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

FL

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