Campbell Rooks Wealth Management, LLC

Campbell Rooks Wealth Management, LLC (CRD# 125052) is a financial advisory firm headquartered in Chattanooga, TN. They manage $107,356,959 in 462 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $232,374
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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, GA, NC, TN

Financial Advisors at Campbell Rooks Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James P. Campbell
CRD#: 2732568
301 Forest Avenue, Chattanooga, TN 37405
96
Wealthminder
score

James Campbell (CRD# 2732568) is an Investment Advisor Representative working at Campbell Rooks Wealth Management, LLC in Chattanooga, TN and has over 20 years of experience in the finance industry. James Campbell 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.

2
Bradley C. Rooks
CRD#: 5882475
301 Forest Avenue, Chattanooga, TN 37405
93
Wealthminder
score

Bradley Rooks (CRD# 5882475) is an Investment Advisor Representative working at Campbell Rooks Wealth Management, LLC in Chattanooga, TN and has over 5 years of experience in the finance industry.

3
Ernest F. Gross
CRD#: 1929413
301 Forest Avenue, Chattanooga, TN 37405
81
Wealthminder
score

Ernest Gross (CRD# 1929413) is an Investment Advisor Representative working at Campbell Rooks Wealth Management, LLC in Chattanooga, TN and has over 27 years of experience in the finance industry.

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