Unclaimed
Kevin Campbell is an investment advisor representative with USA Financial Securities LLC, registered with the Securities and Exchange Commission (SEC) and in multiple states. Kevin is a registered investment advisor representative, holding a Series 65 license. Kevin has been in the securities industry since 2009, with previous experience at LifePro Asset Management, Change Path LLC, and CP Authority LLC. Kevin's current employment is with USA Financial Securities LLC, with offices in Poulsbo, Washington and Ada, Michigan. Kevin provides financial planning and portfolio management for individuals and businesses. Kevin's specialization is in insurance products, investment management, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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WA
04/16/2020 - Present
USA Financial Securities LLC (Poulsbo WA)
IA
Issued 04/18/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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