Campbell & Associates

Campbell & Associates (CRD# 142086) is a financial advisory firm headquartered in Winter Haven, FL. They manage $4,771,090 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $681,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Campbell & Associates
Showing 1 - 3 of 3 top financial advisors.
1
Edward M. Campbell
CRD#: 2987732
201 Avenue G, S.w., Winter Haven, FL 33880
93
Wealthminder
score

Edward Campbell (CRD# 2987732) is an Investment Advisor Representative working at Campbell & Associates in Winter Haven, FL and has over 20 years of experience in the finance industry.

2
Robert T. Campbell
CRD#: 2987739
105 Mckay Drive, Haines City, FL 33844
93
Wealthminder
score

Robert Campbell (CRD# 2987739) is an Investment Advisor Representative working at Campbell & Associates in Haines City, FL and has over 18 years of experience in the finance industry.

3
Karen Premuto
CRD#: 2987737
201 Avenue G, S.w., Winter Haven, FL 33880
93
Wealthminder
score

Karen Premuto (CRD# 2987737) is an Investment Advisor Representative working at Campbell & Associates in Winter Haven, FL and has over 20 years of experience in the finance industry.

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