Joseph Campbell
Joseph Campbell is a registered investment advisor at Stratos Wealth Partners, LTD, based in Nags Head, NC, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
2522 S. Croatan Highway, Suite 2E, Nags Head, NC, 27959
Get directionsHistory
Regulatory History (1)
Criminal
February 1988Other Business Activities
Joseph owns and is president of Boogie Dog, Inc. (DBA Pop-A-Lock of the Outer Banks), a locksmith and security services business, and spends a few hours per week on bookkeeping and payroll. He also owns and is president of Triple Threat Sportfishing, Inc., a charter fishing business, with hours depending on bookings.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
Previous Registrations
Davis Wealth Management
State Registrations3 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.