James Moore has been Vice President of Campbell Financial Partners since January 2024, is a control person of the firm and directly owns between 25% and 50% of it. James Moore holds a Bachelor of Science in Finance from the University of Florida.
Campbell Financial Partners, LLC is a Fort Myers, FL firm with $203M under management, 132 clients and 2 advisers across 3 offices, as of its May 2026 filing.
James Moore is Financial Adviser of Campbell Financial Partners. He started in the financial services industry in 2000 and joined Campbell Financial in 2017. His career background includes helping ultra-wealthy families navigate the unique financial challenges inherent with wealth.
James Moore’s longest registration is the current one, 9 years at Campbell Financial Partners since 2017. Before joining Campbell Financial Partners in 2017, James Moore was registered through Emergent Investor Services, LLC.
- Private Capital Management, Inc.– · 3 yearsBradenton, FL · Adviser representative · Firm CRD 120634
- – present · 9 yearsBradenton, FL · Adviser representative · Firm CRD 142889
- Emergent Investor Services, LLC– · 6 yearsLakewood Ranch, FL · Adviser representative · Firm CRD 156320
Professional designations
Listed by Campbell Financial Partners
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
James Moore is registered as an investment adviser representative in 2 states. The first approvals date from October 2017; the most recent is Texas, in May 2026.
- FloridaSince 2 October 2017
- TexasSince 6 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 July 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 May 2000 |
| Series 7 | General Securities Representative Examination | 24 April 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Henry Moore
- CRD
- 4165738
- Firm
- Campbell Financial Partners · CRD 142889
- Role
- Vice President
- Office
- Bradenton, FL
- Registration
- Investment adviser registration
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- campbellfp.com
Where does James Moore work?
James Moore has been Vice President of Campbell Financial Partners, LLC since January 2024, and is a control person of the firm.
Is James Moore a financial advisor?
Yes. James Moore has a current investment-adviser registration in Florida and Texas, through Campbell Financial Partners since October 2017.
How many years of experience does James Moore have?
James Moore has 15 years in the financial industry, since May 2011, across 3 adviser firms.
What exams has James Moore passed?
James Moore has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 2000.
Where is James Moore based?
James Moore’s registered office is in Bradenton, FL.
Is James Moore registered with FINRA?
No. James Moore has no current broker registration.
Is James Moore a CFP?
Campbell Financial Partners lists James Moore with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
How can I verify James Moore’s record?
Search CRD 4165738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Moore’s full registration record.
