Campbell Financial Partners, LLC

Campbell Financial Partners, LLC (CRD# 142889) is a financial advisory firm headquartered in Fort Myers, FL. They manage $166,055,228 in 478 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    478
    ACCOUNTS
  • Average Account Value
    $347,396
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
The map below shows states where this firm has explicit registration only.

FL, OH

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

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

James Moore (CRD# 4165738) is an Investment Advisor Representative working at Campbell Financial Partners, LLC in Bradenton, FL and has over 23 years of experience in the finance industry.

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