Kristina Campbell (CRD# 3082216) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 24 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Charleston, SC | May 2014 - Current | 9 |
| South Carolina Bank And Trust | Charleston, SC | May 2014 - Current | 9 |
| Sorrento Pacific Financial, LLC | San Diego, CA | Jan 2012 - May 2014 | 2 |
| First Southeast Investor Services, Inc. | Charleston, SC | Feb 1999 - May 2014 | 15 |
| First Southeast Investor Services | Charleston, SC | Feb 1998 - May 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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