Lori Campbell is a registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 40 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lori is the owner of TSA-TPA, LLC, an LLC set up for tax and accounting purposes. The LLC no longer receives income and Lori spends a few hours per week on office bills, payroll, and taxes.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory CORP
Legend Equities CorporationBroker
Washington Square Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations9 states
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.