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James Michael Campbell is an investment advisor representative for Fortress Financial Solutions, LLC. James is a registered Investment Advisor in Arizona and has been in the industry since 2012. James is a registered Investment Advisor Representative in Arizona, and has been working in the industry for over ten years. James has taken the Series 65 exam for the Uniform Investment Adviser Law Examination. James is a pilot, a real estate sales agent and has a life and annuity license, as well as being a Federal Retirement Consultant. James works with individual clients and retirement plans, and is available to meet with clients in person in Tucson, Arizona.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
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AZ
09/24/2020 - Present
Fortress Financial Solutions, LLC (TUCSON AZ)
IA
Issued 07/25/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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