Charles Campbell
Charles Campbell is a registered investment advisor at LPL Financial LLC, based in Stillwater, OK, 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
424 S Squires Lndg Blvd #100-2, Stillwater, OK, 74074
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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
Charles is a part owner of 33 Steps, LLC, acts as a trustee for Campbell Mel Trust, and hosts a talk show about an Oklahoma football team. He also operates Wealth Planning Services, LLC as a DBA for his LPL business and works as an agent for non-variable insurance, dedicating a few hours per week to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
NFP Securities, INC.
NFP Securities, INC.Broker
The (wilson) Williams Financial GroupBroker
Spelman & CO INC
Spelman & CO., INC.Broker
MML Investors Services, INC.Broker
State Registrations11 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.