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Joseph Campbell

16 Years of Experience
Nags Head, NC
1 Disclosure

Joseph Campbell is a registered investment advisor at Stratos Wealth Partners, LTD, based in Nags Head, NC, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
386 advisors
Number of Clients
25,391 clients
Average Client Portfolio
$734K average
Assets Under Management
$18.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.

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

2522 S. Croatan Highway, Suite 2E, Nags Head, NC, 27959

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History

Regulatory History (1)
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Criminal
February 1988
Final Disposition
Other 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
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Davis Wealth Management
May 2010 - September 2016 · 6 yrs 4 mos
State Registrations3 states
FLNCVA
Advisor

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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