Campbell & Associates

Campbell & Associates (CRD# 142086) is a financial advisory firm headquartered in Winter Haven, FL. They manage $8,565,484 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

201 Avenue G, S.w., Winter Haven, FL 33880

https://www.campbellcpa.biz

By the Numbers

Total Assets Under Management

9

MILLION
Total Number of Accounts

15

ACCOUNTS
Average Account Value

$571,032

Compensation Options

A percentage of assets under your management
Hourly charges
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Campbell & Associates

Showing 1 - 2 of 2 top financial advisors.

Robert T. Campbell

CRD#: 2987739

105 Mckay Drive, Haines City, FL 33844

Robert Campbell (CRD# 2987739) is an Investment Advisor Representative working at Campbell & Associates in Haines City, FL and has over 24 years of experience in the finance industry.

Karen Premuto

CRD#: 2987737

201 Avenue G, S.w., Winter Haven, FL 33880

Karen Premuto (CRD# 2987737) is an Investment Advisor Representative working at Campbell & Associates in Winter Haven, FL and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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