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Robert Campbell

28 Years of Experience
Haines City, FL

Robert Campbell is a registered investment advisor at Campbell & Associates, based in Haines City, FL, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 10 clients with $9.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$9.5M
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Location

105 Mckay Drive, Haines City, FL, 33844

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Robert is an owner and accountant at Campbell & Associates, PA, CPA's since 2016, and has been employed there since 1988. He spends nearly full-time on tax preparation, accounting services, and practice management, with a significant portion of that time during trading hours.

Employment History
Current Registrations
Campbell & Associates
March 1998 - Present · 28 yrs 1 mo
State Registrations1 state
FL
Advisor

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.
Robert Campbell - Financial Advisor | TrueAdvisor