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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Duane Campbell is an investment advisor representative with LPL Financial LLC in ENGLEWOOD, CO. Jeffrey has over 15 years of experience in the financial services industry and has a strong background in helping individuals and families achieve their financial goals. Jeffrey holds the Series 6, 7, 63, and 65 licenses and is registered to sell securities in Arkansas, Colorado, Missouri, and Wyoming. Jeffrey specializes in providing financial advice and investment management services to individuals, families, and small businesses. In addition to working with LPL Financial LLC, Jeffrey is also involved in various other businesses, including Mountain Vista Wealth Advisors, MV Wealth, and S2S Ltd.
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.
1
2
CO
08/03/2017 - Present
LPL Financial LLC (ENGLEWOOD CO)
CO
02/01/2013 - 08/14/2017
MML INVESTORS SERVICES, LLC (DENVER CO)
CO
10/29/2009 - 02/04/2013
WADDELL & REED, INC. (DENVER CO)
CO
06/09/2009 - 10/19/2009
PFS INVESTMENTS INC. (CENTENNIAL CO)
IA
Issued 11/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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