Gary Campbell
Gary Campbell is a registered investment advisor at LPL Financial LLC, based in Olympia, WA, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1603 Cooper Point Rd. Nw, Olympia, WA, 98502-8325
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 ActivitiesSells Insurance
Gary is involved in several business activities, including real estate rental through Campbell & Company LLCs, providing financial planning services through Financial Advocates Advisory Services, and acting as a DBA for his LPL business through Financial Advocates Agency and LLC. He also sells fixed insurance through FA Holdings, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Securities, LLCBroker
LPL Financial LLC
LPL Financial LLC
Financial Advocates Investment Management
Financial Advocates Advisory Services
Diversified Financial Advisors
LPL Financial LLC
Financial Network Investment CorporationBroker
Key Brokerage Company, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Kms Financial Services, INC.Broker
Pacific First Securities, LTD.Broker
American Express Financial Advisors INC.Broker
State Registrations5 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.