Unclaimed Profile

Annette Y Campos

RIVERPLACE CAPITAL MANAGEMENT INC·JACKSONVILLE, Florida

SIE, Series 7, Series 7TO, Series 66Clean record10 years registeredRIVERPLACE CAPITAL MANAGEMENT INC

1301 RIVERPLACE BLVD, JACKSONVILLE, FL 32207-9032CRD# 6617238Firm CRD# 109079

Profile Verification

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

Identity

Annette Y Campos · JACKSONVILLE, FL

Registration

CRD #6617238 · RIVERPLACE CAPITAL MANAGEMENT INC · 10 years registered

Brand Profile

Not yet started

Career History

RIVERPLACE CAPITAL MANAGEMENT INC

Dec 2021 – present

BBVA WEALTH SOLUTIONS INC.

Jan 2018 – May 2021

Jacksonville, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2016 – Sep 2016

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · May 23, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIVERPLACE CAPITAL MANAGEMENT INC

CRD 109079 · SEC 801-79970

AUM

$213M

Regulatory assets under management

Employees

319 client accounts

Services offered by RIVERPLACE CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Annette Y Campos offer?

Annette Y Campos specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Annette Y Campos's credentials?

Annette Y Campos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Annette Y Campos located?

Annette Y Campos is based in JACKSONVILLE, Florida, working with RIVERPLACE CAPITAL MANAGEMENT INC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Annette Y Campos charge for services?

Annette Y Campos's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIVERPLACE CAPITAL MANAGEMENT INC?

RIVERPLACE CAPITAL MANAGEMENT INC has approximately 7 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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