Thomas Campbell, financial advisor Lombard IL

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 Lombard, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Forum Financial Management, LP Lombard, IL Aug 2014 - Current 9
John E. Campbell & Assoc., Ltd. Naperville, IL Aug 1990 - Current 33
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
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    8,531
    MILLIONS
  • Total Number of Accounts
    21,698
    ACCOUNTS
  • Average Account Value
    $393,183
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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, WY

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