Unclaimed
Kim Denise Campbell is a financial advisor with LPL Financial LLC in Arlington, Texas. Kim has been in the financial industry since 2005. Kim is registered with FINRA and is licensed to sell securities in multiple states, including Texas, Colorado, Florida, Illinois, Louisiana, and Ohio. Kim also holds a Series 63 and Series 66 license, as well as the Series 7 and SIE exams. Kim has a strong track record of helping clients achieve their financial goals. Kim is committed to providing her clients with personalized financial advice and guidance. Kim specializes in helping individuals, families, and businesses with retirement planning, investment management, and wealth management. Kim has experience working with clients from a variety of backgrounds and is committed to providing each client with the same high level of service.
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
TX
11/18/2021 - Present
LPL Financial LLC (ARLINGTON TX)
TX
09/17/2012 - 09/16/2016
WELLS FARGO ADVISORS, LLC (LEWISVILLE TX)
TX
12/13/2010 - 09/06/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (FORT WORTH TX)
TX
04/05/2005 - 12/09/2010
EDWARD JONES (FT WORTH TX)
BOTH
Issued 03/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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