Stephen Campbell, financial advisor Fishersville VA
73 score

Stephen Campbell

CRD Number: 1430366
Current Firm: Securities America Advisors, Inc.

Stephen Campbell (CRD# 1430366) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fishersville, VA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Everbank Jacksonville, FL May 2005 - Current 11
Securities America Advisors, Inc. Fishersville, VA Nov 2003 - Current 13
Securities America, Inc. Fishersville, VA Oct 2002 - Current 14
Campbell Financial Services Fishersville, VA Apr 1978 - Current 38
Amway Global Fishersville, VA Feb 2009 - Dec 2009 < 1
Atlantic Coast Reverse Mortgage Company, LLC Fishersville, LA Sep 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S66 NASAA Uniform Combined State Law Examination Oct 2003
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Stephen J. Campbell
Phone Number: 402-399-9111
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
73

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