Platinum Wealth Partners, Inc.

Platinum Wealth Partners, Inc. (CRD# 145507) is a financial advisory firm headquartered in Tampa, FL. They manage $335,000,000 in 2,200 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $152,273
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA, FL, MA, NC, NV, PA

Financial Advisors at Platinum Wealth Partners, Inc.
Showing 1 - 10 of 20 top financial advisors.
1
Charles B. Campbell
CRD#: 3030693
1100 5th Aveune, Suite 308, Naples, FL 34102
96
Wealthminder
score

Charles Campbell (CRD# 3030693) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Naples, FL and has over 6 years of experience in the finance industry. Charles 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
James R. Abraham
CRD#: 399
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
93
Wealthminder
score

James Abraham (CRD# 399) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Tampa, FL and has over 38 years of experience in the finance industry.

3
John J. Campbell
CRD#: 4248446
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
93
Wealthminder
score

John Campbell (CRD# 4248446) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Tampa, FL and has over 16 years of experience in the finance industry.

4
Alexander J. Cross
CRD#: 4759369
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
93
Wealthminder
score

Alexander Cross (CRD# 4759369) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.

5
Robert L. Dobbs
CRD#: 2157864
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
93
Wealthminder
score

Robert Dobbs (CRD# 2157864) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Tampa, FL and has over 23 years of experience in the finance industry.

6
David R. Henderson
CRD#: 4708256
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
93
Wealthminder
score

David Henderson (CRD# 4708256) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.

7
Troy M. Mailloux
CRD#: 5294407
1100 5th Avenue South, Suite 308, Naples, FL 34102
93
Wealthminder
score

Troy Mailloux (CRD# 5294407) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Naples, FL and has over 10 years of experience in the finance industry.

8
Steven S. Smith
CRD#: 1978510
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
93
Wealthminder
score

Steven Smith (CRD# 1978510) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Tampa, FL and has over 22 years of experience in the finance industry.

9
David R. Forward
CRD#: 211618
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
90
Wealthminder
score

David Forward (CRD# 211618) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Tampa, FL and has over 5 years of experience in the finance industry.

10
Stephen M. Geis
CRD#: 1108494
147 2nd Ave S., Suite 403, Saint Petersburg, FL 33701
90
Wealthminder
score

Stephen Geis (CRD# 1108494) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.