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Eric Campbell

Mutual Advisors, LLC
43 Years of Experience
Torrance, CA
1 DisclosureBrokerSells Insurance
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Eric Campbell is a registered investment advisor at Mutual Advisors, LLC, based in Torrance, CA, with 43 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Torrance, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1997
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric is an independent insurance agent with Campbell & Kissen Financial Group, LLC, selling fixed annuities, fixed whole life, term, and LTC insurance since 2009. This activity takes minimal time.

Employment History
Current Registrations
Mutual Advisors, LLC
July 2013 - Present · 13 yrs 3 mos
Mutual Securities, INC.Broker
May 2011 - Present · 15 yrs 5 mos
Previous Registrations
Mutual Securities, INC.
May 2011 - July 2013 · 2 yrs 2 mos
LPL Financial LLC
July 2009 - June 2011 · 1 yr 11 mos
LPL Financial LLCBroker
July 2009 - June 2011 · 1 yr 11 mos
Mutual Securities, INC.Broker
June 2006 - July 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.
January 2005 - June 2006 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
May 2001 - June 2006 · 5 yrs 1 mo
Morgan Stanley Dw INC.Broker
October 1998 - May 2001 · 2 yrs 7 mos
Bancamerica Securities, INC.Broker
March 1996 - September 1998 · 2 yrs 6 mos
Ba Investment Services, INC.Broker
July 1988 - March 1996 · 7 yrs 8 mos
Security Pacific Investment Funds, INC.Broker
December 1986 - March 1988 · 1 yr 3 mos
Municicorp of CaliforniaBroker
September 1986 - November 1986 · 2 mos
R. H. Moulton & CO.Broker
August 1986 - October 1986 · 2 mos
Kennedy, Cabot & CO.Broker
June 1986 - August 1986 · 2 mos
B.O.C.L. Securities CORP.Broker
September 1984 - December 1985 · 1 yr 3 mos
Shearson Lehman/american Express INC.Broker
June 1984 - October 1984 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1984 - July 1984 · 4 mos
Municicorp of CaliforniaBroker
September 1982 - February 1984 · 1 yr 5 mos
State Registrations13 states
AZCACODCDEFLMIMSNMNVORTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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