linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas John Campbell

Forum Financial Management, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas John Campbell

Thomas John Campbell is an investment advisor representative who has been in the industry for over 18 years. Thomas has held a Series 6 and Series 63 securities license and a Series 65 investment advisor license. Currently, Thomas is registered as an investment advisor representative with Forum Financial Management, LP in Lombard, Illinois. Previously, Thomas was registered with CETERA FINANCIAL SPECIALISTS LLC in Naperville, Illinois. Thomas has worked with high net worth individuals, individuals other than high net worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. His specializations include financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Thomas Campbell is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Campbell’s Registration & Firm History

IL

09/12/2014 - Present

Forum Financial Management, LP (LOMBARD IL)

IL

09/25/2006 - 09/17/2014

CETERA FINANCIAL SPECIALISTS LLC (NAPERVILLE IL)

Not sure if Thomas John Campbell is right for you?

Licenses & Designations

BC

Issued 10/12/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/31/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas John Campbell.
Not sure if Thomas John Campbell is right for you?