Unclaimed Profile

Jan Amie Soldinger Campbell

TRICAPITAL ADVISORS INC·NORTH BETHESDA, Maryland

Series 65Clean record19 years registeredTRICAPITAL ADVISORS INC

11140 ROCKVILLE PIKE, NORTH BETHESDA, MD 20852CRD# 1700247Firm CRD# 109224

Profile Verification

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

Identity

Jan Amie Soldinger Campbell · NORTH BETHESDA, MD

Registration

CRD #1700247 · TRICAPITAL ADVISORS INC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRICAPITAL ADVISORS INC

BRONFMAN ROTHSCHILD

Feb 2017 – Jan 2018

Fairfield, IA

TRICAPITAL ADVISORS INC

Jan 2007 – Feb 2017

FAIRFIELD, IA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 31, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRICAPITAL ADVISORS INC

CRD 109224 · SEC 801-55933

AUM

$173M

Regulatory assets under management

Employees

888 client accounts

Services offered by TRICAPITAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRICAPITAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Jan Amie Soldinger Campbell offer?

Jan Amie Soldinger Campbell specializes in Financial Planning, Investment Management, Wealth Management.

What are Jan Amie Soldinger Campbell's credentials?

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

Where is Jan Amie Soldinger Campbell located?

Jan Amie Soldinger Campbell is based in NORTH BETHESDA, Maryland, last registered with TRICAPITAL ADVISORS INC.

How does Jan Amie Soldinger Campbell charge for services?

Jan Amie Soldinger 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 TRICAPITAL ADVISORS INC?

TRICAPITAL ADVISORS INC has approximately 10 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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