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CAMPBELL FINANCIAL PARTNERS, LLC
CAMPBELL FINANCIAL PARTNERS, LLC
FORT MYERS, Florida
·
2 registered advisors
·
CRD# 142889
SEC# 801-112579
2
239-454-5333
01
Firm Overview
AUM
$166M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAMPBELL FINANCIAL PARTNERS, LLC
2 registered advisors
James Henry Moore
FORT MYERS, Florida
CRD# 4165738
Kathleen N Campbell
FORT MYERS, Florida
CRD# 5277659
05
Office Locations
FORT MYERS, Florida
2 advisors
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Data sourced from SEC Form ADV filings. CAMPBELL FINANCIAL PARTNERS, LLC (CRD# 142889) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.