Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Campbell is a financial advisor who has been working in the industry since 1985. He is currently registered with LPL Financial LLC, a large firm with over $50 billion in assets under management. Stephen has a broad range of experience in the financial services industry, having worked with Securities America, Inc. and Walnut Street Securities, Inc. in the past. Stephen is a registered representative with Series 7, 6, 63 and 66 licenses and holds a General Securities Principal Examination (Series 24) license. Stephen offers financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Stephen has also held real estate licenses and has worked in rental property. Stephen is dedicated to providing clients with personalized financial advice and guidance.
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
VA
04/21/2022 - Present
LPL Financial LLC (FISHERSVILLE VA)
VA
10/29/2002 - 04/21/2022
SECURITIES AMERICA, INC. (FISHERSVILLE VA)
CA
08/22/1989 - 10/30/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
08/19/1986 - 08/26/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/06/1985 - 09/02/1986
RELIASTAR FINANCIAL MARKETING CORP.
BOTH
Issued 10/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Campbell is the right advisor for you? Invested Better is here to help.
