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.
|Firm Start Year:||1997|
|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|
|Number of Years with Current Firm:||22|
|I work with the following types of clients:||Individual Investors|
|Foreign Languages Serviced:||Spanish|
|Investment Types:||Exchange Traded Funds (ETFs) , Bonds , Mutual Funds , Stocks|
|I can meet clients in the following ways:||At my office , Via email , At your office , At your home|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Variable Annuity|
|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|
|Bachelor of Arts||
University of Florida
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.
Born in Lakeland, Florida, Kevin is a Registered Principal and Investment Advisor Representative of Cambridge Investment Research, Inc.
He has been managing client assets for over 30 years. He currently holds five FINRA Securities Licenses: Series 7, Series 65, Series 31, and Series 24 and has a Florida Life/Variable Annuity License. Kevin serves clients in over 20 states.
In 2015, Kevin received his Registered FiduciaryTM designation. He is one of 100 Advisors who has earned this credential.
Kevin had been an Endorsed Local Provider (ELP) for Dave Ramsey in 2011-2016, then continued his role, as what is now known, as SmartVestor Pro. He is also a graduate of the Financial Peace University and has completed the coursework for The Total Money Makeover.
Kevin graduated with a B.A. in 1986 from the University of Florida, where he lettered in tennis. He and his wife, Carey, have three daughters: Aubrey, Andrea and Allison. The Campbells are active members of All Saints Episcopal Church.
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|
|Sat.||9:00 AM - 12:00 PM|