Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell James Campbell is a financial advisor with over 20 years of experience in the financial services industry. Russell is a Certified Financial Planner (CFP®) and holds both Series 6 and Series 65 licenses. He is currently registered with Provise Management Group, LLC in Clearwater, Florida. Russell has a proven track record of success in providing financial planning and investment management services to individuals, families, and businesses. He is committed to building long-term relationships with his clients and providing them with the personalized attention they deserve. Russell specializes in providing financial planning, portfolio management, and retirement planning services. He is also experienced in working with charitable organizations, pension and profit sharing plans, and corporations. Prior to joining Provise Management Group, LLC, Russell was employed by Vanguard Marketing Corporation and RJC Capital, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Fees as solicitor for seabridge invest advisor
1
2
FL
02/03/2021 - Present
Provise Management Group, LLC (CLEARWATER FL)
PA
03/24/1998 - 06/17/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/19/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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