Annette Y Campos

Riverplace Capital Management INC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Riverplace Capital Management INC

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

159 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$236.3M

Location

1301 Riverplace Blvd, Suite 2130, Jacksonville, FL, 32207-9032

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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.

Employment History

Current Registrations

Riverplace Capital Management INC

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

Bbva Wealth Solutions INC.

January 2018 - May 2021 · 3 yrs 4 mos

Bbva Securities INC.Broker

December 2017 - May 2021 · 3 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

May 2016 - September 2016 · 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

April 2016 - September 2016 · 5 mos

State Registrations2 states

FLGA

Advisor

Exams

No exam information available for this advisor.