Ronald Campbell is a CFP-designated registered investment advisor, based in Carmel, IN, with 31 years of industry experience.
Location
2454 E. 116th Street, Carmel, IN, 46032
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Ronald provides tax and accounting services, financial planning, and is an investment advisor for Intrepid and an RIA firm.
Employment History
Current Registrations
Morris Group, INC.Broker
January 2004 - Present · 22 yrs 3 mos
Intrepid Financial Planning Group, LLC
October 2001 - Present · 24 yrs 6 mos
Previous Registrations
Biechele Royce Advisors, INC.
March 2002 - January 2007 · 4 yrs 10 mos
Waterstone Financial Group, INC.Broker
July 1998 - December 2003 · 5 yrs 5 mos
National Planning CorporationBroker
December 1994 - July 1998 · 3 yrs 7 mos
State Registrations4 states
CAFLINNY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.