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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Jill Campbell is a financial advisor with LPL Financial LLC. Carolyn has been in the financial services industry for over 25 years and is registered to offer securities in 19 states. Her previous experience includes roles at National Planning Corporation and H.D. Vest Investment Securities, Inc. Carolyn holds the Series 6, 7, 24, 51 and 65 licenses, as well as the SIE exam. In addition to her work as a financial advisor, Carolyn is also a CPA and owns and operates a tax preparation and accounting business. Carolyn's expertise is in financial planning, portfolio management, and tax preparation, which provides her with a unique and well-rounded perspective on helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/05/2021 - Present
LPL Financial LLC (SUN VALLEY CA)
CA
04/17/2000 - 11/29/2017
NATIONAL PLANNING CORPORATION (SUN VALLEY CA)
TX
12/24/1996 - 05/16/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 01/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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