Robert Campbell

from Transform Wealth, LLC
SEC regulated
Regulated Investment Advisor
Robert Campbell is a financial advisor based in Colorado, Greenwood Village, with 41 years of experience. Robert currently works for Transform Wealth, LLC. Robert maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Campbell works at Transform Wealth, LLC
Transform Wealth, LLC is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $2,201,893,915 of assets under management and employs about 26 people. Transform Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and assets on 3rd party platforms. see 5.d..
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees, performance-based fees and assets on 3rd party platforms. see 5.d.
Office location
6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, Colorado, 80111

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