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Timothy Brian Campbell

Newbridge Financial Services Group, Inc.

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About Timothy Brian Campbell

Timothy Campbell is a financial advisor with over 23 years of experience in the industry. Currently, Timothy Campbell is registered with Newbridge Financial Services Group, Inc. in both Boca Raton, FL and Corinth, MS. Prior to joining Newbridge, Timothy Campbell was previously associated with MML INVESTORS SERVICES, LLC and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Timothy Campbell holds the Series 6, Series 63, and SIE licenses. Timothy Campbell is also a Chartered Financial Consultant. Timothy Campbell specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Timothy Campbell has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Timothy Campbell is currently registered with Newbridge Financial Services Group, Inc.. Newbridge Financial Services Group, Inc. is a Boca Raton, FL-based registered investment advisor with approximately $566 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have a wrap fee program and serve a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Newbridge Financial Services Group, Inc.

1200 NORTH FEDERAL HIGHWAY

BOCA RATON, FL 33432

$566.25M

Assets Under Management

Not reported

Total Clients

68

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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other

Promoter fees

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Timothy Campbell’s Registration & Firm History

MS

10/13/2023 - Present

Newbridge Financial Services Group, Inc. (CORINTH MS)

MS

09/04/2015 - 08/11/2023

MML INVESTORS SERVICES, LLC (Corinth MS)

MS

06/26/2000 - 09/24/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORINTH MS)

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Licenses & Designations

BC

Issued 04/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Timothy Brian Campbell. Review regulatory record here.
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