James
Campo
Cetera Advisors LLC
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About this Advisor
James Campo is a certified financial planner who works in Stuart, Florida who has 19 years of industry experience. Campo is an employee of Cetera Advisors LLC. During their career, Campo has held roles at Campo Insurance Agency and Cetera Advisors LLC. Campo holds a Series 63 license, designating them as a securities representative, and is registered to work in Florida. Cetera Advisors LLC is a business that has its headquarters in Englewood, CO. It has offices in 692 locations and a total of 1,047 employees. It handles $21 billion in assets under management between its 90,646 accounts, placing it among the largest firms in the country by assets under management. The firm advises 294 charities and foundations. Of its 90,646 accounts, 26% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on the type of financial services. However, fees charged by Cetera Advisors LLC may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Campo Work History
James has been registered as a financial advisor for 19 years.*
Cetera Advisors LLC
Campo Insurance Agency
*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 James Campo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
