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Kevin Campbell, Registered Fiduciary
Florida Fiduciary Wealth Management

Tel: (863) 688-0900
1014 S Florida Ave
Lakeland, FL 33803

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

Florida Fiduciary Wealth Management | Financial Advisor in Lakeland ,FL

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
Insurance License#:   A039168
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


Services

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


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



Faqs

  • Do you offer any guaranteed results? We cannot and will not offer guaranteed results. However, after our initial meeting, if you want to interview one of our existing clients for some feedback, we'd be happy to connect you.
  • How much risk should I be willing to take? We ask you to complete a Risk Tolerance Questionnaire, prepared by Cambridge Investment Research. This helps us determine your tolerance for risk in your investments. After analyzing your answers, we create customized investment guidelines that best fit your financial goals.
  • Have you ever been charged with any breaches? We have a clean Form U4, which is the Uniform Application for Securities Industry Registration or Transfer accessible to the public.
  • What services do you provide? What are your specialties? Retirement planning, investment management and education funding.
  • How do you charge for your services? Depending on the client's preference, we have some accounts that have commission-based fees and others are based on percentage of account.
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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.

Kevin Campbell, Registered Fiduciary

Kevin Campbell, Registered Fiduciary

Registered Fiduciary

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.

My Team

Jacqueline  Reyes
Jacqueline Reyes Financial Operations/Administrative Support
Before moving to Lakeland, Florida, Jackie worked for Northern Trust Corporation in Chicago for more than 15 years. Most of that time was spent in the Global Investments division, where she flourished in various investments/financial support roles, including being a Performance Analyst/Consultant for several years. Jackie also accumulated 25-plus years of office management and back-office operations skills, while working at Northern Trust and Florida Fiduciary Wealth Management. ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM