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James Perry Campbell

CAMPBELL ASSET MANAGEMENT, LLC·CHATTANOOGA, Tennessee
Series 7, Series 63Clean record22 years registeredCAMPBELL ASSET MANAGEMENT, LLC
301 FOREST AVENUE, CHATTANOOGA, TN 37405-3922CRD# 2732568Firm CRD# 125052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Perry Campbell · CHATTANOOGA, TN
Registration
CRD #2732568 · CAMPBELL ASSET MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

CAMPBELL ASSET MANAGEMENT, LLC
Jun 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · June 21, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052 · SEC 801-107560
AUM
$109M
Regulatory assets under management
Employees
2
398 client accounts
Services offered by CAMPBELL ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAMPBELL ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does James Perry Campbell offer?
James Perry Campbell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.
What are James Perry Campbell's credentials?
James Perry Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Perry Campbell located?
James Perry Campbell is based in CHATTANOOGA, Tennessee, working with CAMPBELL ASSET MANAGEMENT, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.
How does James Perry Campbell charge for services?
James Perry 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 ASSET MANAGEMENT, LLC?
CAMPBELL ASSET MANAGEMENT, LLC has approximately 2 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMPBELL ASSET MANAGEMENT, LLC

Bradley Clay Rooks
CHATTANOOGA, TN

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