Unclaimed Profile

John Joseph Campbell

PLATINUM WEALTH PARTNERS, INC.·TAMPA, Florida

SIE, Series 7, Series 63, Series 66Clean record20 years registeredPLATINUM WEALTH PARTNERS, INC.

100 N. TAMPA STREET, TAMPA, FL 33602CRD# 4248446Firm CRD# 145507

Profile Verification

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

Identity

John Joseph Campbell · TAMPA, FL

Registration

CRD #4248446 · PLATINUM WEALTH PARTNERS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

AVIANCE CAPITAL PARTNERS LLC

Dec 2017 – present

BREITER CAPITAL MANAGEMENT INC.

Aug 2017 – Oct 2017

Bonita Springs, FL

PLATINUM WEALTH PARTNERS

Jun 2016 – Jul 2017

Naples, FL

CAPITALROCK INVESTMENTS, LLC

Sep 2015 – Aug 2017

NAPLES, FL

STRATEGIC ADVISERS, INC.

Oct 2005 – Sep 2015

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · October 28, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLATINUM WEALTH PARTNERS, INC.

CRD 145507 · SEC 801-72447

AUM

$524M

Regulatory assets under management

Employees

2,400 client accounts

Services offered by PLATINUM WEALTH PARTNERS, INC.

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 PLATINUM WEALTH PARTNERS, INC. →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TAMPA?

Browse all registered financial advisors in TAMPA, Florida or claim this profile if it's yours.

Browse TAMPA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Joseph Campbell offer?

John Joseph Campbell specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are John Joseph Campbell's credentials?

John Joseph Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Joseph Campbell located?

John Joseph Campbell is based in TAMPA, Florida, working with PLATINUM WEALTH PARTNERS, INC.. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does John Joseph Campbell charge for services?

John Joseph 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 PLATINUM WEALTH PARTNERS, INC.?

PLATINUM WEALTH PARTNERS, INC. has approximately 28 employees and manages $524M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →