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Kevin Jordan Campbell

USA Financial Securities LLC

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About Kevin Jordan Campbell

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.

Firm Information

Kevin Campbell is currently registered with USA Financial Securities LLC. USA Financial Securities LLC is an Approved Limited Liability Company formed on July 3, 2024. Based in ADA, MI, USA, they provide financial planning and portfolio management services for individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and in all 51 states and has over 160 licensed agents, investment advisor representatives, and registered representatives. With a total of 1,395 accounts under management, they oversee $268,691,644 in regulatory assets.
USA Financial Securities LLC

6020 EAST FULTON STREET

ADA, MI 49301

$268.69M

Assets Under Management

265

Total Clients

139

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Campbell’s Registration & Firm History

WA

04/16/2020 - Present

USA Financial Securities LLC (Poulsbo WA)

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Licenses & Designations

IA

Issued 04/18/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Jordan Campbell.
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