TC
ChFC
TC
ChFC

Timothy Campbell

25 Years of Experience
Boca Raton, FL
4 DisclosuresBrokerSells Insurance

Timothy Campbell is a ChFC-designated registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2025
Closed-No Action
Employment Separation After Allegations
July 2023
Customer Dispute
July 2023
Settled
Employment Separation After Allegations
September 2015
Other Business ActivitiesSells Insurance

Timothy works as a sales agent for Campbell & Associates, selling life and health insurance since 2005. This activity requires a few hours per week.

Employment History
Current Registrations
Nfsg Corporation
October 2023 - Present · 2 yrs 7 mos
Newbridge Securities CorporationBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
August 2023 - August 2023 · 0 mos
MML Investors Services, LLCBroker
September 2015 - August 2023 · 7 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
June 2000 - September 2015 · 15 yrs 3 mos
State Registrations6 states
ALARKYMSSCTN
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.
Timothy Campbell - Financial Advisor | TrueAdvisor