Unclaimed
Ronald Eugene Campbell is a financial advisor at Intrepid Financial Planning Group, LLC, located in Carmel, Indiana. Ronald has been in the financial services industry since 1994 and is a Certified Financial Planner. Ronald has experience working with individuals, high net worth individuals, charitable organizations, and corporations or other businesses. Ronald also provides financial planning and tax and accounting services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
01/09/2024 - Present
Intrepid Financial Planning Group, LLC (Carmel IN)
MA
07/30/1998 - 12/31/2003
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
CA
12/01/1994 - 07/28/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 12/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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