Carri Campbell, financial advisor Minot ND
93 score

Carri Campbell

CRD Number: 1840120
Current Firm: Capital Financial Services, Inc.

Carri Campbell (CRD# 1840120) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Minot, ND and has over 27 years of experience in the finance industry.

Similar Advisors
Harry Brown, financial advisor Minot ND
Harry I. Brown
CRD# 2246941
Capital Financial Services, Inc.
Score
96
Similar Advisors
David Hinson, financial advisor Minot ND
David W. Hinson
CRD# 4325435
Capital Financial Services, Inc.
Score
96
Similar Advisors
Roger Immell, financial advisor Minot ND
Roger A. Immell
CRD# 1785536
Capital Financial Services, Inc.
Score
96
Company Name Location Dates Years
Capital Financial Services, Inc. Minot, ND Mar 2007 - Current 9
United Heritage Financial Services Inc. Meridian, ID Jun 2004 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Carri L. Campbell
Phone Number: 701-837-9600
Firm Website: https://www.capfin.com
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    737
    ACCOUNTS
  • Average Account Value
    $192,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

Ready to hire a financial advisor? Get competitive proposals from Carri Campbell and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.