James Campbell
James Campbell is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in St. Louis, MO, with 17 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
501 North Broadway, St. Louis, MO, 63102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a finance committee member for Holy Trinity Catholic School, overseeing finances and setting the budget, dedicating minimal time. He is also a board member for Hollidaysburg Area Education Foundation, distributing grants and overseeing the Executive Director, also dedicating minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations2 states
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