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Kevin Campbell, Registered Fiduciary

Florida Fiduciary Wealth Management

1014 S Florida Ave

Lakeland, FL 33803
(863) 6880900

Fiduciary is not just our name. It's our tradition.

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

Firm Start Year

1997

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 DE FL GA IN KS KY MD MI MN MO MS MT NC NJ NY PA SC TN TX VA

Years of Experience in Financial Services

32

Number of Years with Current Firm

22

I work with the following types of clients

Individual Investors

Foreign Languages Serviced

Spanish

Services

Investment Types

Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs)

I can meet clients in the following ways

At your office, Via email, At my office, At your home

Qualifications & Membership

Certifications, Accreditations & Designations

Registered Fiduciary

Securities Licenses

Series 31, Series 7, Series 24, Series 65, Series 99

Insurance and Annuity Licenses

Life, Variable Annuity

Firm Information

Assets Managed by Firm

$60 - $100 million

Advisor's Number of Clients

175

Advisor's Number of Managed Clients

175

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$500,000

Education

Bachelor of Arts -

University of Florida
1982 - 1986

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.