Kyle Campbell (CRD# 7031586) is an Investment Advisor Representative working at Campbell Capital Management Inc. in Miami, FL and has over 4 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Campbell Capital Management | Miami, FL | Jun 2018 - Current | 5 |
| Waterfall Asset Management | New York City, NY | Mar 2017 - Mar 2018 | 1 |
| Kpmg | New York City, NY | Aug 2014 - Feb 2017 | 2 |
| Student | Miami, FL | Aug 2005 - Jul 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- FL
- TX
-
Total Assets Under Management245MILLIONS
-
Total Number of Accounts263ACCOUNTS
-
Average Account Value$931,469
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, FL, NH, 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.