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Dorothy Campbell

TRADEMARK CAPITAL MANAGEMENT INC·BOGART, Georgia
Series 6, Series 65Clean record21 years registeredTRADEMARK CAPITAL MANAGEMENT INC
1551 JENNINGS MILL ROAD, BOGART, GA 30622CRD# 3070812Firm CRD# 110237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dorothy Campbell · BOGART, GA
Registration
CRD #3070812 · TRADEMARK CAPITAL MANAGEMENT INC · 21 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: TRADEMARK CAPITAL MANAGEMENT INC
PROVISE MANAGEMENT GROUP, LLC
Mar 2013 – Aug 2017
NEW PORT RICHEY, FL
TRADEMARK CAPITAL MANAGEMENT INC
Nov 2004 – Feb 2013
NEW PORT RICHEY, FL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 65
Registration record
First registered · November 8, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRADEMARK CAPITAL MANAGEMENT INC
CRD 110237 · SEC 801-57008
AUM
$131M
Regulatory assets under management
Employees
11
184 client accounts
Services offered by TRADEMARK CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at TRADEMARK CAPITAL MANAGEMENT INC →
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05

Frequently Asked Questions

What services does Dorothy Campbell offer?
Dorothy Campbell specializes in Investment Management, Retirement Planning, Wealth Management.
What are Dorothy Campbell's credentials?
Dorothy Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dorothy Campbell located?
Dorothy Campbell is based in BOGART, Georgia, last registered with TRADEMARK CAPITAL MANAGEMENT INC.
How does Dorothy Campbell charge for services?
Dorothy Campbell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: model portfolio provider fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRADEMARK CAPITAL MANAGEMENT INC?
TRADEMARK CAPITAL MANAGEMENT INC has approximately 11 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRADEMARK CAPITAL MANAGEMENT INC

Steve Athanassie
BOGART, GA

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Nearby cities in Georgia
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Research
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