JC
CFP
JC
CFP

John Campaigne

39 Years of Experience
Roseville, CA
BrokerSells Insurance

John Campaigne is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Roseville, CA, with 39 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

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

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

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

1504 Eureka Rd Ste 210, Roseville, CA, 95661

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John sells fixed life, health, disability insurance, and fixed annuities through Campagne Insurance Associates, dedicating about 10% of his time. He also spends about half his time at Retirement Wealth Advisors, Inc. and provides investment advisory services through Mariner Independent Advisor Network LLC full-time.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2026 - Present · 4 mos
LPL Financial LLCBroker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Mariner Advisor Network
July 2016 - June 2026 · 9 yrs 11 mos
Strategic Wealth Advisors Group
May 2010 - July 2016 · 6 yrs 2 mos
Retirement Wealth Advisors, INC.
July 2006 - October 2010 · 4 yrs 3 mos
Sagepoint Financial, INC.Broker
October 2005 - May 2010 · 4 yrs 7 mos
Campaigne Financial Group
February 1995 - January 2007 · 11 yrs 11 mos
Sunamerica Securities, INC.Broker
June 1989 - October 2005 · 16 yrs 4 mos
Southmark Financial Services, INC.Broker
November 1986 - June 1989 · 2 yrs 7 mos
State Registrations14 states
AZCAFLGAINMAMIMTNCNVORTXUTWA
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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