Jose Campos is a CFP-designated registered investment advisor, based in Burlingame, CA, with 10 years of industry experience. Jose is also registered as a broker, so some compensation may come from commissions on products sold.
Location
851 Burlway Road, Suite 600, Burlingame, CA, 94010
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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
Jose is the Vice President/Owner of Innovative Investment Partners, LLC, facilitating securities, investment advisory, and insurance business, and also sells fixed insurance. He is also the Vice President/Owner of Complete Tax Solutions, Inc., spending about half of his time there, and co-owner of Rydge Wealth Management, spending nearly all of his time there.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Cambridge Investment Research, INC.Broker
State Registrations29 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.
Exams
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