Annette
Campos

Riverplace Capital Management Inc

CRD#6617238
Investment Advisor
in Jacksonville, FL

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About this Advisor

Annette Campos is a financial advisor based in Jacksonville, Florida who has 2 years of relevant experience. Campos works at Riverplace Capital Management Inc. Over the course of their career, they have held roles at International Languages Service, Randstad, Emarketer, Inc, Boys & Girls Club St. Augustine, Uc Davis Extension, Bbva Securities Inc, Uber, Bank Of America, N.A./Merrill Lynch Pierce Fenner And Smith, Boys And Girls Club St. Augustine, Aequitas Capital Management/Edplus Holdings, LLC, Bbva Wealth Solutions, Inc and Riverplace Capital Management Inc. Campos maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Georgia. Riverplace Capital Management Inc is an advisory company based in Jacksonville, FL. It administers $181 million in assets under management between its 288 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The business provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely depend on the financial services offered. Fee types billed by Riverplace Capital Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1301 Riverplace Blvd Suite 2130
Jacksonville, FL 32207-9032

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Riverplace Capital Management Inc Brokerage Details

Total Assets Under Management

$180,877,075

FL Average: $1,855,561,029
Total Number of Employees

7

FL Average: 62
Total Number of Accounts

288

FL Average: 2,474
Average Account Size

$628,045

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Annette Campos Work History

Annette has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Riverplace Capital Management Inc

2017 - 2021 (4 years)

Bbva Securities Inc

2017 - 2017 (< 1 year)

Randstad

2017 - 2021 (4 years)

Bbva Wealth Solutions, Inc

2016 - 2016 (< 1 year)

International Languages Service

2016 - 2017 (1 year)

Uber

2016 - 2016 (< 1 year)

Bank Of America, N.A./Merrill Lynch Pierce Fenner And Smith

2015 - 2015 (< 1 year)

Randstad

2015 - 2015 (< 1 year)

Boys & Girls Club St. Augustine

2015 - 2015 (< 1 year)

Uc Davis Extension

2015 - 2016 (1 year)

Uber

2015 - 2015 (< 1 year)

Boys And Girls Club St. Augustine

2013 - 2014 (1 year)

Aequitas Capital Management/Edplus Holdings, LLC

2012 - 2013 (1 year)

Emarketer, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Annette Campos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Riverplace Capital Management Inc

Scott Wohlers
Jacksonville, FL
Annette Campos
Jacksonville, FL
Mark Ross
Jacksonville, FL
Terri Kimball
Jacksonville, FL
Peter Bower
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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