Danielle Elizabeth steers Campbell
Investment adviser representative at Ptma Investment Advisors
19 yearsExperience
1 stateRegistered in
$104.2BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Ptma Investment AdvisorsAug 2023 to now
- Public Trust Advisors, LLCAug 2019 to now
- Not Employed - Stay At Home MotherOct 2007 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ptma Investment Advisors
Legal name: Public Trust Advisors, LLC
$104.2BAssets managed
82Clients
12Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5082063
- Firm CRD
- 159189