Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Campbell is a financial advisor with over 6 years of experience in the financial services industry. He holds a Series 66 license and has passed the SIE and Series 7 exams. Kevin is registered with the state of California as both a broker-dealer and an investment advisor representative, and is registered as a broker-dealer in several other states as well. He is currently employed by Osaic Wealth, Inc., a firm with a strong focus on providing investment advice and financial planning services to individuals, families, and businesses. Kevin provides financial planning services to clients, including retirement planning, college savings planning, and estate planning. He also offers a range of insurance products, including accident and health insurance, disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (IRVINE CA)
BOTH
Issued 03/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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