Campbell Williams, Inc.

Campbell Williams, Inc. (CRD# 142243) is a financial advisory firm headquartered in Coral Gables, FL. They manage $34,384,953 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $409,345
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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

Financial Advisors at Campbell Williams, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Alfredo Cardona
CRD#: 2274707
110 Merrick Way, Suite 2a, Coral Gables, FL 33134
93
Wealthminder
score

Alfredo Cardona (CRD# 2274707) is an Investment Advisor Representative working at Campbell Williams, Inc. in Coral Gables, FL and has over 17 years of experience in the finance industry.

2
Hadley C. Williams
CRD#: 2860777
110 Merrick Way, Suite 2a, Coral Gables, FL 33134
93
Wealthminder
score

Hadley Williams (CRD# 2860777) is an Investment Advisor Representative working at Campbell Williams, Inc. in Coral Gables, FL and has over 21 years of experience in the finance industry.

3
Pedro A. Ortiz Vandergrift
CRD#: 6790679
110 Merrick Way, Suite 2a, Coral Gables, FL 33134
87
Wealthminder
score

Pedro Ortiz Vandergrift (CRD# 6790679) is an Investment Advisor Representative working at Campbell Williams, Inc. in Coral Gables, FL and has 1 year of experience in the finance industry.

4
Omar R. Wahab
CRD#: 6867627
110 Merrick Way, Suite 2a, Coral Gables, FL 33134
87
Wealthminder
score

Omar Wahab (CRD# 6867627) is an Investment Advisor Representative working at Campbell Williams, Inc. in Coral Gables, FL and has 1 year of experience in the finance industry.

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