Thomas Campbell, financial advisor Naperville IL
93 score

Thomas Campbell

CRD Number: 3119960
Current Firm: Forum Financial Management, LP

Thomas Campbell (CRD# 3119960) is an Investment Advisor Representative working at Forum Financial Management, LP in Naperville, IL and has over 18 years of experience in the finance industry.

Similar Advisors
Allen Kutchins, financial advisor Naperville IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Jonathan Rogers, financial advisor Naperville IL
Jonathan M. Rogers
CRD# 5307693
Forum Financial Management, LP
Score
104
Similar Advisors
Stephen Curry, financial advisor Naperville IL
Stephen F. Curry
CRD# 5207046
Nfp Advisor Services, LLC
Score
103
Company Name Location Dates Years
Forum Financial Management, LP Lombard, IL Aug 2014 - Current 2
John E. Campbell & Assoc., Ltd. Naperville, IL Aug 1990 - Current 26
Cetera Financial Specialists LLC Schaumburg, IL May 2006 - Sep 2014 8
Cetera Investment Advisers LLC Schaumburg, IL May 2006 - Sep 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Thomas J. Campbell
Phone Number: 630-873-8520
Firm Website: http://www.forumfin.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,037
    MILLIONS
  • Total Number of Accounts
    7,269
    ACCOUNTS
  • Average Account Value
    $280,262
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple 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.