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James Henry Moore

CAMPBELL FINANCIAL PARTNERS, LLC·FORT MYERS, Florida
Clean recordCAMPBELL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Henry Moore is a registered financial advisor based in FORT MYERS, Florida, affiliated with CAMPBELL FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAMPBELL FINANCIAL PARTNERS, LLC
CAMPBELL FINANCIAL PARTNERS, LLC
AUM
$166M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAMPBELL FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4165738
Firm CRD# 142889
View on FINRA BrokerCheck →

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05

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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Other Advisors at CAMPBELL FINANCIAL PARTNERS, LLC

Kathleen N Campbell
FORT MYERS, FL

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Research
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