NC
NC

Nicholas Campbell

19 Years of Experience
Broker

Nicholas Campbell is a registered investment advisor at First Command Advisory Services, based in Riverview, FL, with 19 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1015 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$20K

First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.

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Location

6152 DeLancey Station Street, Riverview, FL, 33578

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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.

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Other Business Activities

Nicholas is involved with BNI as an instructor, providing training to members and helping start new chapters, dedicating minimal time. He is also the President of Nick Campbell & Associates Inc., an S-Corp established to run his First Command Business, taking about a quarter of his time.

Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 4 mos
First Command Brokerage Services, INC.Broker
May 2006 - Present · 19 yrs 11 mos
First Command Brokerage Services, INC.
May 2006 - Present · 19 yrs 11 mos
Previous Registrations
First Command Financial Planning, INC.
June 2006 - December 2015 · 9 yrs 6 mos
State Registrations10 states
COFLGAKSMOMSNCSCTNUT
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.