Qualified Plan Advisory, LLC

Qualified Plan Advisory, LLC (CRD# 135324) is a financial advisory firm headquartered in , . They manage $87,600,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $5,475,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Qualified Plan Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David S. Campbell
CRD#: 2395643
1525 Mesa Verde Dr. East, Suite 224, Costa Mesa, CA 92626
73
Wealthminder
score

David Campbell (CRD# 2395643) is an Investment Advisor Representative working at Qualified Plan Advisory, LLC in Costa Mesa, CA and has over 21 years of experience in the finance industry.

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