CAMPBELL FINANCIAL PARTNERS, LLC

FORT MYERS, Florida·2 registered advisors·CRD# 142889
SEC# 801-1125792239-454-5333
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 PlanningInvestment Management
04

Advisors at CAMPBELL FINANCIAL PARTNERS, LLC

2 registered advisors
James Henry Moore
FORT MYERS, Florida
Kathleen N Campbell
FORT MYERS, Florida
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.