Jerald Campbell is a registered investment advisor at LPL Financial LLC, based in Butte, MT, with 29 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
200 W Park St, Butte, MT, 59701
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Regulatory History (1)
Criminal
January 1989Other Business Activities
Jerald operates Campbell Investment Management as a DBA for his LPL business. He also owns and manages multiple real estate rental properties, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations22 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.