Joshua KampbellCRD Number: 5078877
Current Firm: Cetera Advisor Networks LLC
Joshua Kampbell (CRD# 5078877) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Burnsville, MN and has over 14 years of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Nov 2017 - Current||4|
|Savanna Financial Group||Burnsville, MN||Oct 2005 - Dec 2020||15|
|Girard Securities, Inc.||San Diego, CA||Oct 2009 - Nov 2017||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management25,817MILLIONS
Total Number of Accounts81,004ACCOUNTS
Average Account Value$318,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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