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Christopher Andrew Campbell

WHITESTONE GLOBAL PARTNERS
JUPITER, FL
·CRD# 3119816·18 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris A. Campbell, Chris Campbell

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

18 years in the financial services industry

Current & Past Employments

WHITESTONE GLOBAL PARTNERS·CRD# 152167
RIA
110 Front Street Suite 300, Jupiter, FL 33477
May 25, 2016 - Present
WHITESTONE GLOBAL PARTNERS·CRD# 152167
RIA
Palm Beach Gardens, FL
January 5, 2010 - December 31, 2015
WESTMOORE SECURITIES, INC.·CRD# 44948
BD
Anahiem, CA
April 11, 2008 - October 22, 2008

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Current Firm

WG
WHITESTONE GLOBAL PARTNERS

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

CRD#: 152167
California
Registered Investment Advisory firm - California (12/17/2012 Terminated)
Florida
Registered Investment Advisory firm - Florida (5/25/2016 Approved)
Indiana
Registered Investment Advisory firm - Indiana (12/31/2015 Failure to Renew)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

110 Front Street Suite 300, Jupiter, FL 33477

Phone Number

(937) 609-8213

# of Employees

1

Documents

Latest Form ADV

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2008About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Apr 2024About the SIE exam

Series 50 — Municipal Advisor Representative Qualification Exam

Passed Oct 2017About the Series 50 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Apr 2008About the Series 22 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Andrew Campbell's CRS (Customer Relationship Summary).

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