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, working with Riverplace Capital Management Inc. Annette has previously held positions at International Languages Service, Randstad, 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. Annette has passed the Series 66 regulatory exam and is registered to provide services in Florida and Georgia. Currently, Annette is part of Riverplace Capital Management Inc, which operates out of Jacksonville, Florida. The firm has 7 employees and manages assets totaling $212.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Riverplace Capital Management Inc includes asset-based fees.

Certifications and Registrations

Series 66

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

$212,526,433

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

7

FL Average: 62
Total Number of Accounts

319

FL Average: 2,474
Average Account Size

$666,227

FL Average: $750,025

Investment Advisory Services

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

Annette Campos Work History

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

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

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

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