Richard Michael Campo

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  Lincoln Investment
  Carle Place, NY

Previous Registrations

• 2007-01-05 → 2010-08-04
  Mm Ascend Life Investor Services, Llc
  New York, NY
  Carle Place, NY
  Carle Place, NY

Other Businesses

CLOVERDALE GROUP, LLC POSITION: Member NATURE: Holding INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2008 ADDRESS: P.O. Box 18, Carle Place NY 11514, United States DESCRIPTION: None RICHARD M. CAMPO, PC POSITION: Sole-Shareholder NATURE: Legal INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 09/10/2003 ADDRESS: 350 Old Country Road, Suite 101 Garden City, NY 11530 DESCRIPTION: Practice of Law JERICHO BROKERAGE, INC. POSITION: Officer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/27/2005 ADDRESS: PO Box 18, Carle Place NY 11514, United States DESCRIPTION: Life Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-06
• S63 Uniform Securities Agent State Law Examination
  2005-02-07