James Henry Moore
CFP®Professional Summary
James Henry Moore, CFP® is a registered financial advisor currently at CAMPBELL FINANCIAL PARTNERS, LLC located in Bradenton, Florida. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. James has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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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 on record.
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Credentials
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CAMPBELL FINANCIAL PARTNERS, LLC
Contact Information
Main Address
17595 S. Tamiami Trail Suite 220, Fort Myers, FL 33908Phone Number
(239) 454-5333# of Employees
2SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
522AUM (Assets Under Management)
$202,735,675Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CAMPBELL FINANCIAL PARTNERS, LLC
State Registrations and Notice Filings
(10/2/2017)
(5/6/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Henry Moore's CRS (Customer Relationship Summary).
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