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Christopher A. Campbell

WHITESTONE GLOBAL PARTNERS
Jupiter, FL 33477
Some features on this profile are disabled
CRD#: 3119816
CC

Professional summary

Christopher Andrew Campbell, who also goes by Chris A. Campbell, Chris Campbell, is a registered financial advisor currently at WHITESTONE GLOBAL PARTNERS located in Jupiter, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christopher has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 50 and Series 22 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris A. Campbell | Chris 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 Christopher Andrew 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

May 25, 2016 - Present

WHITESTONE GLOBAL PARTNERS

Office #1: 110 Front Street Suite 300, Jupiter, FL 33477
RIA
CRD#: 152167
Jupiter, FL
Past

January 5, 2010 - December 31, 2015

WHITESTONE GLOBAL PARTNERS

RIA
CRD#: 152167
PALM BEACH GARDENS, FL
Past

April 11, 2008 - October 22, 2008

WESTMOORE SECURITIES, INC.

BD
CRD#: 44948
ANAHIEM, CA

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
(5/25/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/4/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/11/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/12/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 50
Date: 10/2/2017
Municipal Advisor Representative Qualification Exam
General Industry/Product Exam
RR
Series 22
Date: 4/10/2008
Direct Participation Programs Representative Examination

Current Firm

WG
WHITESTONE GLOBAL PARTNERS
WHITESTONE CAPITAL PARTNERS | WHITESTONE GLOBAL PARTNERS | WHITESTONE CAPITAL PARTNERS, INC.

CRD#: 152167 / SEC#:

California
Registered Investment Advisory firm - (12/17/2012 Terminated)
Florida
Registered Investment Advisory firm - (5/25/2016 Approved)
Indiana
Registered Investment Advisory firm - (12/31/2015 Failure to Renew)
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Contact information

Main Address
110 Front Street Suite 300, Jupiter, FL 33477
Mailing Address
Phone number
(937) 609-8213
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

WHITESTONE GLOBAL PARTNERS

CRD#: 152167Jupiter, FL 33477

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