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Kathleen N Campbell

CAMPBELL FINANCIAL PARTNERS, LLC·FORT MYERS, Florida
Unclaimed Profile
17595 S. TAMIAMI TRAIL, FORT MYERS, FL 33908CRD# 5277659Firm CRD# 142889
01

About

Kathleen N Campbell 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
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# 5277659
Firm CRD# 142889
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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