Dorothy Campbell, financial advisor New Port Richey FL
93 score

Dorothy Campbell

CRD Number: 3070812
Current Firm: Provise Management Group, LLC

Dorothy Campbell (CRD# 3070812) is an Investment Advisor Representative working at Provise Management Group, LLC in New Port Richey, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Provise Management Group, LLC Clearwater, FL Feb 2013 - Current 3
Trademark Capital New Port Richey, FL Oct 1998 - Feb 2013 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Dorothy Campbell
Phone Number: [727] 441-9022
Firm Website: http://www.provise.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,191
    MILLIONS
  • Total Number of Accounts
    3,065
    ACCOUNTS
  • Average Account Value
    $388,661
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)
Types of Clients
Registered States

CA, CO, CT, FL, GA, HI, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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