RC
RC

Robert Campbell

28 Years of Experience
Denver, CO
Broker

Robert Campbell is a registered investment advisor at Raymond James & Associates, INC., based in Denver, CO, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

100 Saint Paul Street, Suite 600, Denver, CO, 80206

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Robert is a board member and treasurer for the Denver Club, a non-profit organization, since 2019. He dedicates a few hours per week to this role, assisting the bookkeeper in overseeing the club's finances.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2015 - Present · 10 yrs 8 mos
Raymond James & Associates, INC.
September 2015 - Present · 10 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - October 2015 · 4 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2011 - October 2015 · 4 yrs 9 mos
Wells Fargo Investments, LLCBroker
December 2002 - January 2011 · 8 yrs 1 mo
Wells Fargo Investments, LLC
December 2002 - January 2011 · 8 yrs 1 mo
Morgan Stanley
November 1999 - December 2002 · 3 yrs 1 mo
Morgan Stanley Dw INC.Broker
October 1998 - December 2002 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - September 1998 · 10 mos
State Registrations21 states
ARAZCACOCTFLGALAMAMEMIMNNVNYPASCTNTXWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.