Kevin Campbell (CRD# 6157021) is an Investment Advisor Representative working at Mcilrath & Eck, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry. Kevin Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcilrath & Eck, LLC | San Luis Obispo, CA | Jun 2022 - Current | 1 |
| Northwestern Mutual Investment Services, LLC | Newport Beach, CA | Dec 2013 - Jun 2022 | 8 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2013 - Jun 2022 | 9 |
| Northwestern Mutual Wealth Management Company | San Luis Obispo, CA | Nov 2011 - Jun 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2014 |
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- CA
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Total Assets Under Management840MILLIONS
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Total Number of Accounts3,273ACCOUNTS
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Average Account Value$256,519
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AZ, CA, FL, ID, LA, NV, OR, TX, WA
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