Carla Campbell is a CFP-designated registered investment advisor, based in Encinitas, CA, with 26 years of industry experience.
Location
285 N. El Camino Real, Suite 215, Encinitas, CA, 92024
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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
Carla is a trustee, a CPA providing tax preparation/accounting services, and an agent with Avantax Insurance Agency, LLC, where she may sell various annuities and variable insurance products. She also serves as the Chief Operations Officer for Clarion Wealth Management and president of Clarion Tax & Wealth Strategies, both DBAs for marketing financial services, and co-executor for the estate of Jimmy Campbell.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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