Company Information

Get to know Campbell Wealth Management

Founded in 1993, Campbell Wealth Management is an independent financial planning and wealth management firm that operates as a fiduciary. The company's mission is to help clients achieve their financial goals, with a primary focus on navigating the transition into retirement. They utilize a proprietary "5-Step CWM FORMula" to create customized financial plans covering investment management, tax planning, risk management, and estate planning for their clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Campbell Wealth Management

United States

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.