Qualified Plan Advisory, LLC
Qualified Plan Advisory, LLC (CRD# 135324) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $94,063,801 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Qualified Plan Advisory, LLC
By the Numbers
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Total Assets Under Management94MILLION
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Total Number of Accounts33ACCOUNTS
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Average Account Value$2,850,418
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Qualified Plan Advisory, LLC
1
David Campbell (CRD# 2395643) is an Investment Advisor Representative working at Qualified Plan Advisory, LLC in Costa Mesa, CA and has over 27 years of experience in the finance industry.
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