Unclaimed Profile

James Henry Moore

CAMPBELL FINANCIAL PARTNERS, LLC·FORT MYERS, Florida

Series 7, Series 63, Series 65Clean record15 years registeredCAMPBELL FINANCIAL PARTNERS, LLC

17595 S. TAMIAMI TRAIL, FORT MYERS, FL 33908CRD# 4165738Firm CRD# 142889

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Henry Moore · FORT MYERS, FL

Registration

CRD #4165738 · CAMPBELL FINANCIAL PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CAMPBELL FINANCIAL PARTNERS, LLC

Oct 2017 – present

PRIVATE CAPITAL MANAGEMENT, INC.

Mar 2020 – Feb 2023

Bradenton, FL

PRIVATE CAPITAL MANAGEMENT, INC.

Jan 2020 – Mar 2020

Bradenton, FL

EMERGENT INVESTOR SERVICES, LLC

May 2011 – Dec 2017

LAKEWOOD RANCH, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 6, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMPBELL FINANCIAL PARTNERS, LLC

CRD 142889 · SEC 801-112579

AUM

$166M

Regulatory assets under management

Employees

478 client accounts

Services offered by CAMPBELL FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMPBELL FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Henry Moore offer?

James Henry Moore specializes in Financial Planning, Investment Management. Contact their office in FORT MYERS, Florida for a consultation.

What are James Henry Moore's credentials?

James Henry Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Henry Moore located?

James Henry Moore is based in FORT MYERS, Florida, working with CAMPBELL FINANCIAL PARTNERS, LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.

How does James Henry Moore charge for services?

James Henry Moore'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 CAMPBELL FINANCIAL PARTNERS, LLC?

CAMPBELL FINANCIAL PARTNERS, LLC has approximately 2 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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