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Robert Duncan Campbell

FOUNDERS FINANCIAL NETWORK, LLC·CUPERTINO, California
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10050 N. WOLFE ROAD, CUPERTINO, CA 95014-8508CRD# 3063985Firm CRD# 136401
01

About

Robert Duncan Campbell is a registered financial advisor based in CUPERTINO, California, affiliated with FOUNDERS FINANCIAL NETWORK, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOUNDERS FINANCIAL NETWORK, LLC
FOUNDERS FINANCIAL NETWORK, LLC
AUM
$575M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FOUNDERS FINANCIAL NETWORK, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3063985
Firm CRD# 136401
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Duncan Campbell offer?
Robert Duncan Campbell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CUPERTINO, California for a consultation.
What are Robert Duncan Campbell's credentials?
Robert Duncan Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Duncan Campbell located?
Robert Duncan Campbell is based in CUPERTINO, California, working with FOUNDERS FINANCIAL NETWORK, LLC. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Robert Duncan Campbell charge for services?
Robert Duncan Campbell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUNDERS FINANCIAL NETWORK, LLC?
FOUNDERS FINANCIAL NETWORK, LLC has approximately 6 employees and manages $575M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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