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).
Total Assets Under Management88MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$5,475,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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.