FC
FC

Frank Christopher Campbell

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
585 clients
Average Client Portfolio
$580K average
Assets Under Management
$339.0M

Fee Structure

Financial Planning:Investment management only
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Location

259 N Radnor Chester Rd, Ste 140, Radnor, PA, 19087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Frank is appointed with HTA Financial, selling life insurance, fixed annuities, and long-term care insurance. He also serves on the PA Bankers Association Securities & Brokerage Advisory Committee and volunteers as a sports coach and swimming official.

Employment History
Current Registrations
Cresap, INC.
August 2021 - Present · 4 yrs 6 mos
Cresap, INC.Broker
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Uvest Financial Services Group, INC.
August 2002 - February 2010 · 7 yrs 6 mos
Uvest Financial Services Group, INC.Broker
November 1998 - February 2010 · 11 yrs 3 mos
Bcg Securities, INC.Broker
September 1994 - August 1998 · 3 yrs 11 mos
American Express Financial Advisors INC.Broker
January 1993 - August 1994 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
January 1993 - August 1994 · 1 yr 7 mos
State Registrations19 states
CACODEFLGAHIKYMAMDMENCNJNYOHORPAVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.