Edward Jones - Financial Advisor: David R Campbell, AAMS® - Fort Collins, Colorado

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Edward Jones Financial Advisor Profile: David R. Campbell, AAMS®

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In the vast landscape of financial advisory services, Edward Jones stands as a prominent American financial services firm, providing a wide array of financial solutions tailored to meet the unique needs of individual investors. Within their network of dedicated professionals is David R. Campbell, an Investment Advisor Representative (AAMS®), operating from their Fort Collins, Colorado branch. This profile aims to provide a detailed overview of Mr. Campbell's role, the services offered by Edward Jones, and the practical information needed for potential clients seeking financial guidance in the Fort Collins area.

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About Edward Jones

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Edward Jones, founded in 1922, is one of the largest independent, member-based financial services firms in the United States. The firm's core principle centers on the belief that the financial professional-client relationship is built on trust and integrity, and that this relationship is best served by having professionals who are paid primarily by the clients they serve. This client-centric approach fosters long-term partnerships, enabling financial advisors like David R. Campbell to deeply understand their clients' goals, risk tolerance, and financial situations, thereby crafting personalized investment strategies.

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Edward Jones offers a comprehensive suite of financial services designed to help clients navigate their financial journey. These services typically encompass retirement planning, investment management, college funding (529 plans), insurance planning, tax planning, and estate planning. The firm emphasizes the importance of a diversified portfolio, aligning investments with clients' objectives and time horizons, and providing ongoing monitoring and adjustment as needed.

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David R. Campbell, AAMS®

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David R. Campbell, identified by his credentials as an AAMS® (Associate, Accredited Asset Management Specialist), represents one of Edward Jones' seasoned advisors. His designation signifies a foundational understanding of the CFA Institute's Standards of Practice Handbook and a commitment to ethical conduct and professional excellence. Mr. Campbell's role as a Financial Advisor implies that he acts as a fiduciary for his clients, meaning he is legally obligated to act in their best interests above his own.

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While specific details of Mr. Campbell's investment philosophy, areas of expertise within the financial advisory spectrum, or his educational background are not provided, Edward Jones advisors generally leverage their firm's extensive resources and research platforms. Potential clients interested in engaging with Mr. Campbell would typically explore his specific approach, experience, and areas of concentration, which can often be discussed during an initial consultation or discovered through firm directories and advisor profiles (subject to availability).

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Services Offered

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Financial advisors at Edward Jones, including individuals like David R. Campbell, typically offer services in the following specialized areas:

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• Financial Consulting: Comprehensive guidance on creating a personalized financial plan that encompasses savings, spending, debt management, insurance, and retirement planning.

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• Finance Broker: Expertise in selecting and managing financial products, ranging from stocks, bonds, mutual funds, and annuities, acting as an intermediary between the client and various financial institutions.

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• Investment Services: Professional management of investment portfolios, including goal-based investing, risk management, and performance monitoring, tailored to meet individual financial objectives.

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• Stock Broker: Specific focus on the buying and selling of individual stocks, providing analysis, market insights, and strategic recommendations aligned with client goals.

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These services are underpinned by Edward Jones' commitment to providing independent, objective advice and access to a broad range of investment options.

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Office Location and Practical Information

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Mr. Campbell operates his advisory services from the Edward Jones office located at 140 Boardwalk Dr Unit M, Fort Collins, Colorado 80525, United States. This strategic location places him within the community of Fort Collins, offering convenient access to clients residing in that area or nearby regions.

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For those interested in scheduling an appointment or seeking more information, direct contact can be made via phone at 970-482-0329. Alternatively, potential clients can visit the Edward Jones branch page online through the official company website, accessible via this link. The website provides further details about the Fort Collins branch and potentially more specific information about Mr. Campbell or the local team.

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Accessibility Features

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Edward Jones is committed to ensuring accessibility for all clients. The Fort Collins office at 140 Boardwalk Dr Unit M features several accessibility amenities, including a wheelchair-accessible car park, a wheelchair-accessible toilet, and wheelchair-accessible entrances, ensuring that physical barriers do not impede access to financial advice and services. These features contribute to a welcoming environment for clients with diverse mobility needs.

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It is also noteworthy that the office includes a toilet facility. Furthermore, to ensure a productive meeting focused solely on the client's financial needs, it is recommended that potential clients schedule appointments. This practice allows for dedicated time to discuss complex financial matters without the wait times that might occur during general business hours.

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Client Reviews and Reputation

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The reputation of a financial advisor is an important consideration for prospective clients. While Edward Jones maintains a strong overall brand reputation built on decades of service and regulatory compliance, the feedback for individual advisors can vary. Mr. David R. Campbell has received a total of 3 reviews on his Google My Business listing. Critically, the average rating from these reviews stands at 5/5 stars, indicating consistently high levels of client satisfaction with his services or the services provided by the Edward Jones Fort Collins office in general. These reviews, while a small sample size, often touch upon aspects such as communication, professionalism, personalized service, and the advisor's ability to explain complex financial concepts.

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It is always advisable for potential clients to review these specific testimonials to gain a firsthand understanding of the experiences shared by Mr. Campbell's former or current clients. Such reviews can provide valuable insights into the advisor's communication style, responsiveness, and overall client service approach.

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Benefits of Engaging a Financial Advisor

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Hiring a qualified financial advisor like David R. Campbell offers significant advantages for individuals seeking to optimize their financial future. The complexities of modern investing, market volatility, and the long-term nature of financial goals can be overwhelming for individuals managing their finances independently. A professional advisor brings expertise, objectivity, and a comprehensive perspective that many individuals lack.

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Key benefits include:

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• Objective Advice: Advisors are ethically bound to act in the client's best interest, avoiding potential emotional decision-making driven by short-term market fluctuations.

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• Personalized Planning: Creation of a customized financial plan addressing specific goals, risk tolerance, and life circumstances.

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• Access to Diverse Investments: Utilization of a wide range of investment vehicles and strategies not typically available to individual investors.

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• Time and Expertise: Leveraging professional knowledge to make informed decisions regarding complex financial products and strategies.

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• Ongoing Monitoring and Adjustment: Regular review and adjustment of portfolios to ensure they remain aligned with changing market conditions and evolving client goals.

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Edward Jones, as a member of the Financial Industry Regulatory Authority (FINRA), operates under regulatory standards designed to protect investors. Advisors are required to pass background checks and adhere to ethical guidelines, further safeguarding the client-advisor relationship.

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In conclusion, Edward Jones, through its network of advisors like David R. Campbell, offers robust financial advisory services grounded in trust and fiduciary duty. Located in Fort Collins, CO, Mr. Campbell provides investment advice, financial planning, and access to a variety of financial products. The office is equipped with accessibility features and encourages appointments. While client reviews are limited but positive, the overarching strength lies in the firm's reputation and the structured approach to financial guidance. For residents or businesses in the Fort Collins area seeking professional financial advice, Edward Jones and David R. Campbell represent a viable option to explore.

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It is recommended that individuals interested in financial services thoroughly research potential advisors, understand the services offered, and schedule a consultation to discuss specific financial needs and concerns directly with the advisor or their team. This initial interaction is crucial for determining whether the advisor's style and approach align with the client's personal financial goals and expectations.

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Edward Jones continues to play a vital role in the financial landscape, providing essential services to millions of Americans. Advisors like David R. Campbell contribute significantly to this mission by offering personalized guidance and empowering clients to achieve their financial dreams.

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"summary": "Edward Jones Financial Advisor David R. Campbell offers investment and financial planning services in Fort Collins, CO. Edward Jones is a large independent financial services firm with a strong reputation. The advisor has a 5/5 average rating from 3 reviews and the office is wheelchair accessible.",
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