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Vice President · Campbell Financial Partners, LLC

James H. Moore

CRD 4165738 · Named on Form ADV at one SEC-registered adviser

At a glance

Campbell Financial Partners, LLC, an SEC-registered wealth manager based in Fort Myers, FL with $203 million in regulatory assets, lists James H. Moore on its Form ADV as Vice President, a control person.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kathleen N CampbellPresident, Chief Compliance Officer, Chief Executive Officer, Campbell Financial Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.