Unclaimed
Colin Kampfe is a Registered Representative and Investment Advisor Representative with Brown Advisory. Colin has been in the financial industry since 2016 and has a Series 66, Series 7, and SIE license. Colin has experience working with clients including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities. Prior to joining Brown Advisory, Colin was a Registered Representative with DFA Securities LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/11/2019 - Present
Brown Advisory (Austin TX)
TX
11/04/2016 - 07/03/2018
DFA SECURITIES LLC (AUSTIN TX)
BOTH
Issued 02/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Colin Kampfe is the right advisor for you? Invested Better is here to help.