Russell
Campbell

Provise Management Group, LLC

CRD#2210455
Investment Advisor
in Clearwater, FL

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About this Advisor

Russell Campbell is a financial advisor based in Clearwater, Florida, working with Provise Management Group, LLC. Russell has previously held positions at Provise Management Group, LLC, Ambassador Advisors, and Rjc Capital, LLC (Rjc Ventures, LLC). Russell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Russell is part of Provise Management Group, LLC, which operates out of Clearwater, Florida. The firm has 1 office and 21 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Provise Management Group, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

611 Druid Rd E. Ste 105
Clearwater, FL 33756

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Provise Management Group, LLC Brokerage Details

Total Assets Under Management

$1,877,344,141

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

21

FL Average: 62
Total Number of Accounts

3,871

FL Average: 2,474
Average Account Size

$484,977

FL Average: $750,025

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

Russell Campbell Work History

2021 - Present (3 years)

Provise Management Group, LLC

2019 - 2021 (2 years)

Ambassador Advisors

2013 - 2019 (6 years)

Rjc Capital, LLC (Rjc Ventures, LLC)

Disclosures

Please visit the SEC profile of Russell Campbell 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 Provise Management Group, LLC

Oscar Skjaerpe
Clearwater, FL
Sandra Risgaard
Clearwater, FL
Russell Campbell
Clearwater, FL
Shane O'Hara
Clearwater, FL
Peter Seriano
Clearwater, FL
Daniel Mannix
Clearwater, FL
Jon Brethauer
Clearwater, FL
Susan Washburn
Clearwater, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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