Featured Business Financial Advisor in Lakeland, FL
Lakeland Financial Advisors
Florida Fiduciary Wealth Management
1014 S Florida Ave
Lakeland, FL 33803
Phone Number
“As a Registered Fiduciary, We Do Deep Fundamental Research”
Advisor Profile
Kevin Campbell, Registered Fiduciary
Name:  Kevin Campbell, Registered Fiduciary
Website:  Visit Website
Disclaimer
Securities offered through Cambridge Investment Research, Inc. (CIR) A Registered Broker/Dealer and Member FINRA/SIPC to residents of AL, AZ, CA, CO, DC, FL, GA, IN, MD, MI, MN, MS, MT, NC, NV, NY, OH, OR, PA, SC TX, VA, WV. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Camridge and Florida Fiduciary are not affliated.

About Florida Fiduciary Wealth Management

Florida Fiduciary Wealth Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our motto is "Conservative Money Management". We research for the best investment strategy that will protect your funds. We understand that our clients worked hard to establish their wealth; therefore, our primary goal is to help preserve and increase their assets. Fiduciary is not only part of our name...we live it every day.

"We pride ourselves in striving to invest our clients' money like it was our own."
 

General Information

CRD#:    1727079
Firm CRD#:    99451
Insurance License#:    A039168
Name of Broker/Dealer:    Cambridge Investment Research
Name of Custodial Firm:    Fidelity Clearing & Custody Solutions
States Licensed in:    AL AZ CA CO DC FL GA IN MD MI MN MS MT NC NV NY OH OR PA SC TX VA WV
States Willing to do Business in:   
Years of Experience in Financial Services:    32
Number of Years with Current Firm:    22
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Registered Fiduciary
Securities Licenses:    Series 65, Series 99, Series 31, Series 7, Series 24
Insurance and Annuity Licenses:    Life, Variable Annuity
 
 
 
Prepared By: Kevin Campbell, Registered Fiduciary
 
 
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