Bruce Campbell (CRD# 4800474) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Huntersville, NC and has over 19 years of experience in the finance industry. Bruce Campbell 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.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bruce Campbell, Sole Proprietor | Huntersville, NC | Feb 2019 - Current | 5 |
| Bruce W. Campbell, LLC | Huntersville, NC | Nov 2017 - Current | 6 |
| Bruce Campbell, Sole Proprietor | Huntersville, NC | Jan 2011 - Current | 13 |
| Bruce Campbell, Sole Proprietor | Huntersville, NC | Apr 2009 - Current | 15 |
| Next Financial Group, Inc. | Huntersville, NC | Apr 2009 - Nov 2017 | 8 |
| Next Financial Group, Inc. | Huntersville, NC | Apr 2009 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
- NC
-
Total Assets Under Management201MILLIONS
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Total Number of Accounts691ACCOUNTS
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Average Account Value$290,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, FL, NC, NJ, NY, SC, TX, VA, WA
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