Campbell Financial Partners, LLC

Campbell Financial Partners, LLC (CRD# 142889) is a financial advisory firm headquartered in , . They manage $106,086,189 in 377 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $281,396
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
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, TX

Financial Advisors at Campbell Financial Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen N. Campbell
CRD#: 5277659
17595 S. Tamiami Trail, Suite 220, Fort Myers, FL 33908
100
Wealthminder
score

Campbell Financial Partners, LLC is a fee-only financial planning and investment advisory firm, serving the needs of individuals and couples throughout Southwest Florida.  We specialize in providing guidance to pre-retirees and retirees, helping you enjoy a financially secure and stress-free retirement.

 

Kathleen Campbell (CRD# 5277659) is an Investment Advisor Representative and is the owner of Campbell Financial Partners, LLC in Fort Myers, FL and has over 11 years of experience in the finance industry.

2
James H. Moore
CRD#: 4165738
Bradenton, FL
96
Wealthminder
score

James Moore (CRD# 4165738) is an Investment Advisor Representative working at Campbell Financial Partners, LLC in Bradenton, FL and has over 17 years of experience in the finance industry. James Moore 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.