Featured Business Financial Advisor in Lakeland, FL
Lakeland Financial Advisors
Florida Fiduciary Wealth Management
1014 S Florida Ave
Lakeland, FL 33803
Phone Number
“Fiduciary is not just our name. It's our tradition.”
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, DE, FL, GA, IN, KS, KY, MD, MI, MN, MO, MS, MT, NC, NJ, NY, PA, SC, TN, TX, VA. 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

People want investment advisors to do what's right for them. That's what a Fiduciary is. Florida Fiduciary has been our name since 1997. Fiduciary is not just our name. It's our tradition. Kevin Campbell is one of 100 in the United States, to be designated by Dalbar as a Registered Fiduciary. Dan Clark is one of 1,900 in the world who holds the Chartered Market Technician designation. Our practice is to always act in your best interest, not to sell you a product. At Florida Fiduciary, we provide financial advice you can trust.
 

General Information

Name of Custodial Firm:    Fidelity Clearing & Custody Solutions
Name of Broker/Dealer:    Cambridge Investment Research
Number of Years with Current Firm:    22
Years of Experience in Financial Services:    32
Foreign Languages Serviced:    Spanish
I work with the following types of clients:    Individual Investors
States Licensed in:    AL AZ CA CO DC DE FL GA IN KS KY MD MI MN MO MS MT NC NJ NY PA SC TN TX VA
Insurance License#:    A039168
Firm CRD#:    99451
CRD#:    1727079
 

Services

I can meet clients in the following ways:    Via email, At your office, At your home, At my office
Investment Types:    Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

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

Firm Information

Assets Managed by Firm:    $60 - $100 million
Advisor's Number of Managed Clients:    175
Advisor's Number of Clients:    175
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500,000
 
 
 
 
 
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