James Campo
James Campo is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sewalls Point, FL, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3601 SE Ocean Blvd, Ste 100, Sewalls Point, FL, 34996
Get directionsHistory
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 sells fixed insurance products, including life, health, disabilities, annuities, long-term care, and P&C. He is also a state committee man for the Republican Party of Florida and an insurance agent selling life settlements. James owns Campo Financial Services, a financial and insurance services business, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Mutual Service CorporationBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.