Jacquelyn Campbell, financial advisor Spring Hill FL
90 score

Jacquelyn Campbell

CRD Number: 6364442
Current Firm: Retirement Wealth Advisors, Inc.

Jacquelyn Campbell (CRD# 6364442) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Spring Hill, FL and has 1 year of experience in the finance industry. Jacquelyn Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Retirement Wealth Advisors Spring Hill, FL Apr 2016 - Current < 1
Campbell Financial Solutions Spring Hill, FL Dec 2010 - Current 6
Jabrose Investment Group Spring Hill, FL Jul 1997 - Current 19
Campbell & Company Spring Hill, FL Jan 1994 - Current 22
Triumph Wealth Advisors Spring Hill, FL Dec 2014 - Apr 2016 1
Suncoast Cpa Group Spring Hill, FL Dec 2010 - Dec 2012 2
C3v Financial Consultants Spring Hill, FL Jun 2005 - Dec 2010 5
Campbell & Virgilio Spring Hill, FL Nov 2002 - Nov 2010 8

Jacquelyn Campbell has no recent exams reported.
Contact Info for Jacquelyn R. Campbell
Phone Number: 616-667-2150
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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