Unclaimed
Paul Campbell is a financial advisor with over 23 years of experience in the financial services industry. Paul has worked with Ameriprise Financial Services, LLC and AXA Advisors, LLC, before joining LPL Financial LLC in November 2023. Paul is registered with both the state of Texas and Illinois. Paul specializes in providing financial planning services, portfolio management services, and educational seminars to individuals, businesses, corporations, and charitable organizations. Paul is committed to helping clients achieve their financial goals.
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
IL
11/16/2023 - Present
LPL Financial LLC (AURORA IL)
IL
11/25/2013 - 11/21/2023
AMERIPRISE FINANCIAL SERVICES, LLC (AURORA IL)
IL
12/01/2000 - 11/27/2013
AXA ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 02/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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