Lisa Campbell
Lisa Campbell is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Harvey, LA, with 27 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
1402 Manhattan Blvd, Ste A, Harvey, LA, 70058
Get directionsHistory
Regulatory History (5)
Judgment / Lien
January 2026Judgment / Lien
September 2025Judgment / Lien
August 2025Judgment / Lien
July 2025Judgment / Lien
May 2025Other Business ActivitiesSells Insurance
Lisa is involved with an insurance agents study group, spending minimal time on paying bills and cosigning on the checking account. Lisa also owns Lisa Green Campbell's Insurance Agency, an insurance agency affiliated with State Farm, and spends about half her time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations4 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.