Kurtis CampbellCRD Number: 5569925
Current Firm: H.d. Vest Advisory Services, Inc.
Kurtis Campbell (CRD# 5569925) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Dayton, OH and has over 8 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|H.d.vest Investment Services||Dayton, OH||Jun 2008 - Current||8|
|Brown Tax Consulting Inc.||Moraine, OH||Nov 1999 - Current||17|
|Brown Tax Consulting||Dayton, OH||Oct 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2010|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV