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RC

Russell J. Campbell

PROVISE MANAGEMENT GROUP
Clearwater, FL 33756
Some features on this profile are disabled
CRD#: 2210455
RC

Professional summary

Russell James Campbell, CFP®, CIMA®, who also goes by Russell James Campbel, Russell James Campbell, Russell J Campbell, is a registered financial advisor currently at PROVISE MANAGEMENT GROUP, LLC located in Clearwater, Florida.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Russell has worked at 3 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Russell James Campbel | Russell James Campbell | Russell J Campbell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell James Campbell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1991

CIMA®

Certified Investment Management Analyst

Experience

Current

February 3, 2021 - Present

PROVISE MANAGEMENT GROUP, LLC

Office #1: 611 Druid Rd E. Ste 105, Clearwater, FL 33756
RIA
CRD#: 105375
Clearwater, FL
Past

August 5, 2019 - January 26, 2021

FAITHWARD ADVISORS, LLC

RIA
CRD#: 116978
LANCASTER, PA
Past

March 24, 1998 - June 17, 2013

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PM
PROVISE MANAGEMENT GROUP, LLC
PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC

CRD#: 105375 / SEC#: 801-32172

RIA
Registered Investment Advisory firm - (6/2/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/3/2021)
IAR
Texas
(9/16/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/19/1998
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/24/1992
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6
Date: 3/23/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PM
PROVISE MANAGEMENT GROUP, LLC
PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC

CRD#: 105375 / SEC#: 801-32172

RIA
Registered Investment Advisory firm - (6/2/1988 Approved)
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Contact information

Main Address
611 Druid Rd E. Ste 105, Clearwater, FL 33756
Mailing Address
Phone number
(727) 441-9022
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROVISE MANAGEMENT GROUP, LLC BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts3,439
AUM (Assets Under Management)$ 1,804,308,550

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/23/2025
Cover Page
Report
01/16/2025
Cover Page
Report
11/01/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROVISE MANAGEMENT GROUP, LLC

CRD#: 105375Clearwater, FL 33756

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