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Stephen Campbell

LPL Financial LLC
40 Years of Experience
Fishersville, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Stephen Campbell is a registered investment advisor at LPL Financial LLC, based in Fishersville, VA, with 40 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Fishersville, VA

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History

Regulatory History (1)
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Regulatory
March 1993
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stephen is involved in several real estate rental properties and operates his LPL business through Cornerstone Wealth Advisor Group, dedicating full-time hours to it. He is also an insurance agent selling non-variable insurance through Advisors Excel, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
April 2022 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
November 2003 - April 2022 · 18 yrs 5 mos
Securities America, INC.Broker
October 2002 - April 2022 · 19 yrs 6 mos
Walnut Street Securities, INC.Broker
August 1989 - October 2002 · 13 yrs 2 mos
Integrated Resources Equity CorporationBroker
August 1986 - August 1989 · 3 yrs
Reliastar Financial Marketing CORP.Broker
November 1985 - September 1986 · 10 mos
State Registrations17 states
ARAZDEFLINKSMDMSNCOHOKPASCTNTXVAWV
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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