Carri Campbell
Carri Campbell is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Eagle, ID, with 37 years of industry experience. Carri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
450 W State St., Suite 125, Eagle, ID, 83616
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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
Carri is an independent insurance agent for various companies, selling life, health, and long-term care insurance, dedicating about 10-20% of her time. She also serves as an advisory representative of a RIA, is a political district precinct committeeman, and volunteers/directs for US Term Limits.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Capital Financial Services, INC.Broker
Capital Financial Services, INC.
United Heritage Financial Services, INC.Broker
United Heritage Financial Services, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
AXA Advisors, LLCBroker
The O.N. Equity Sales CompanyBroker
American General Securities IncorporatedBroker
Integrated Resources Equity CorporationBroker
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.
Exams
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