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James Michael Campbell

Fortress Financial Solutions, LLC

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About James Michael Campbell

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.

Firm Information

James Campbell is currently registered with Fortress Financial Solutions, LLC. Fortress Financial Solutions, LLC is an investment advisor with 6 investment advisor representatives. The firm has approximately $120,793,268 in regulatory assets under management. Fortress Financial Solutions, LLC provides financial planning and portfolio management for individuals. The firm has a total of 665 client accounts, with 45 high-net-worth individuals, 206 individuals other than high-net-worth, and 6 pension and profit-sharing plans.

$120.79M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Campbell’s Registration & Firm History

AZ

09/24/2020 - Present

Fortress Financial Solutions, LLC (TUCSON AZ)

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Licenses & Designations

IA

Issued 07/25/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Michael Campbell.
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