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Kathleen N Campbell

CAMPBELL FINANCIAL PARTNERS, LLC·FORT MYERS, Florida
Series 65Clean record19 years registeredCAMPBELL FINANCIAL PARTNERS, LLC
17595 S. TAMIAMI TRAIL, FORT MYERS, FL 33908CRD# 5277659Firm CRD# 142889

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen N Campbell · FORT MYERS, FL
Registration
CRD #5277659 · CAMPBELL FINANCIAL PARTNERS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

CAMPBELL FINANCIAL PARTNERS, LLC
Mar 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 7, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMPBELL FINANCIAL PARTNERS, LLC
CRD 142889 · SEC 801-112579
AUM
$166M
Regulatory assets under management
Employees
2
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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05

Frequently Asked Questions

What services does Kathleen N Campbell offer?
Kathleen N Campbell specializes in Financial Planning, Investment Management. Contact their office in FORT MYERS, Florida for a consultation.
What are Kathleen N Campbell's credentials?
Kathleen N Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen N Campbell located?
Kathleen N Campbell 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 Kathleen N Campbell charge for services?
Kathleen N 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 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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James Henry Moore
FORT MYERS, FL

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