Robert Campbell, financial advisor Mercer Island WA
96 score

Robert Campbell

CRD Number: 1236916
Current Firm: Kms Financial Services, Inc.

Robert Campbell (CRD# 1236916) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Mercer Island, WA and has over 32 years of experience in the finance industry. Robert 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.

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Professional Designations
Company Name Location Dates Years
R. Wayne Campbell, Inc. Mercer Island, WA Jan 2003 - Current 13
Kms Financial Services, Inc. Seattle, WA Jan 1984 - Current 32
Financial Dimensions Bellevue, WA Mar 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Contact Info for Robert W. Campbell
Phone Number: [206]441-2885
Registered State(s):
  • CA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    5,174
    MILLIONS
  • Total Number of Accounts
    24,587
    ACCOUNTS
  • Average Account Value
    $210,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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