Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Fitzgerald Campbell is a financial advisor with over 30 years of experience in the financial services industry. Kevin has been registered with Cambridge Investment Research Advisors, Inc. since 2005 and has held prior positions with various firms including Securities Service Network, Inc. and Aegon USA Securities Inc.. Kevin holds a Series 7, Series 24, Series 31, Series 63, Series 65 and Series 99TO license. Kevin offers a variety of financial services including financial planning, portfolio management, and pension consulting. Kevin's clients include high net worth individuals, individuals, charitable organizations, and pension and profit-sharing plans. Kevin is licensed in multiple states and specializes in providing financial advice and solutions to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
04/11/2006 - Present
Cambridge Investment Research Advisors, Inc. (Lakeland FL)
TN
03/11/1998 - 06/03/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
03/24/1997 - 03/12/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
FL
04/07/1989 - 04/04/1997
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
NA
12/22/1988 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
NA
09/26/1988 - 12/21/1988
B C FINANCIAL CORPORATION
NA
02/23/1988 - 09/28/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 09/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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