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RC

Robert T. Campbell

CAMPBELL & ASSOCIATES
Winter Haven, FL 33880-3486
Some features on this profile are disabled
CRD#: 2987739
RC

Professional summary

Robert T Campbell is a registered financial advisor currently at CAMPBELL & ASSOCIATES located in Winter Haven, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Robert T Campbell's 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®
None

Experience

Current

March 25, 1998 - Present

CAMPBELL & ASSOCIATES

Office #1: 201 Avenue G, S.w., Winter Haven, FL 33880-3486Office #2: 105 Mckay Drive, Haines City, FL 33844
RIA
CRD#: 142086
Winter Haven, FL

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
(3/25/1998)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/1999
Uniform Investment Adviser Law Examination

Current Firm

C&
CAMPBELL & ASSOCIATES
CAMPBELL & ASSOCIATES | CAMPBELL & ASSOCIATES, P.A., C.P.A.'S

CRD#: 142086 / SEC#:

Florida
Registered Investment Advisory firm - (3/25/1998 Approved)
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Contact information

Main Address
201 Avenue G, S.w., Winter Haven, FL 33880-3486
Mailing Address
Phone number
(863) 299-1238
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 9,545,586

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

CAMPBELL & ASSOCIATES

CRD#: 142086Winter Haven, FL 33880-3486

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