Amanda Campbell, financial advisor Westwood KS

Amanda Campbell

CRD Number: 6269911
Current Firm: Lpl Financial LLC

Amanda Campbell (CRD# 6269911) is an Investment Advisor Representative working at Lpl Financial LLC in Westwood, KS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Westwood, KS Sep 2019 - Current 4
Waddell & Reed, Inc. Westwood, KS Mar 2016 - Sep 2019 3
Various Insurance Carriers For W&r Insurance Agencies Kansas City, MO Mar 2016 - Sep 2019 3
Montage Investments Leawood, KS Nov 2014 - Mar 2016 1
Community America Credit Union Kansas City, MO Oct 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Amanda E. Campbell
Phone Number: 704-733-3300
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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