James Campbell
James Campbell is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Tallahassee, FL, with 37 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
2039 Centre Pointe Blvd, Ste 203, Tallahassee, FL, 32308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a 50% owner of Centre Point Financial Group, LLC, which owns an office building, and may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has ownership in restaurant businesses, serves on an investment advisory committee, owns a boat through Viking Marine Holdings, LLC, owns investment property through Azalea Cottage, LLC, and has ownership in several legal entities (TNA Partners LLC, TNA Collective, LLC, and TNA Campbell, LLC), dedicating about half of his time to these entities.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations22 states
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