Campbell Advisory Services, LLC
Campbell Advisory Services, LLC (CRD# 174674) is a financial advisory firm headquartered in Newport Beach, CA. They manage $7,933,541 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts19ACCOUNTS
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Average Account Value$417,555
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Campbell Advisory Services, LLC
1
Kelly Campbell (CRD# 6457813) is an Investment Advisor Representative working at Campbell Advisory Services, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
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