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).
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Total Assets Under Management166MILLION
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Total Number of Accounts478ACCOUNTS
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Average Account Value$347,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, OH
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.
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.