A complete list of active advisors currently associated with Campbell Wealth Partners, LLC
Warmer can help you find a great advisor at Campbell Wealth Partners, LLC or one who fits your needs even better.
Campbell Wealth Partners provides ongoing portfolio management and one-time financial planning to individuals, high‑net‑worth individuals and business entities, and also offers free educational seminars to the general public. The brochure discloses that the firm reports no discretionary assets and operates with non‑discretionary accounts. The firm documents client objectives in written Investment Policy Statements and applies a mix of cyclical and fundamental analysis, modern portfolio theory and quantitative methods, using both long‑ and short‑term trading approaches. Investment activity is executed only after obtaining client authorization and clients receive periodic account reports through the custodian. Notable features in the brochure include the firm principal’s activity as a licensed insurance agent and the firm’s sale of insurance products, a relationship the firm discloses as a potential conflict of interest, as well as the availability of hourly financial planning in addition to asset‑based portfolio services. The brochure also states the firm recommends a specific custodian and does not aggregate block trades for multiple clients, practices that may differ from many peers.
To learn more about the advisors currently working at Campbell Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Missouri City, TX
| 7
|
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