Lisa Campbell, financial advisor Harvey LA

Lisa Campbell

CRD Number: 3035108
Current Firm: State Farm Investment Management Corp.

Lisa Campbell (CRD# 3035108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Harvey, LA and has 1 year of experience in the finance industry.

Similar Advisors
Keith Deane, financial advisor Harvey LA
Keith L. Deane
CRD# 5662176
Deane Retirement Strategies, Inc.
Similar Advisors
Michael Kreimer, financial advisor Harvey LA
Michael W. Kreimer
CRD# 1451905
Newedge Advisors
Similar Advisors
Todd Tillery, financial advisor Harvey LA
Todd C. Tillery
CRD# 2754864
Deane Retirement Strategies, Inc.
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Harvey, LA Dec 2022 - Current 1
State Farm Vp Management Corp Harvey, LA Mar 2010 - Current 14
Lisa Campbell Insurance Agency Harvey, LA Jun 1987 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2024
Contact Info for Lisa G. Campbell
Phone Number: 800-447-0740
Registered State(s):
  • LA
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.