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AC
ChFC
AC
ChFC

Arturo Campos

Spc
42 Years of Experience
Fair Oaks, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Arturo Campos is a ChFC-designated registered investment advisor at Spc, based in Fair Oaks, CA, with 42 years of industry experience. Arturo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.

Spc
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,916 clients
Average Client Portfolio
$197K average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8883 N Winding Way, Fair Oaks, CA, 95628

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2021
Denied
Customer Dispute
July 2020
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Arturo operates CCC Financial and Insurance Services Corp and CCC Insurance Solutions, focusing on the sale of various insurance products. He dedicates a few hours per week to the first business and about 10-20% of his time to the second.

Employment History
Current Registrations
Spc
August 2007 - Present · 19 yrs 2 mos
Parkland Securities, LLCBroker
May 2007 - Present · 19 yrs 5 mos
Previous Registrations
Fsc Securities CorporationBroker
November 2005 - May 2007 · 1 yr 6 mos
Pan-American Financial AdvisersBroker
November 1998 - November 2005 · 7 yrs
Intervest International Equities CorporationBroker
March 1996 - August 1997 · 1 yr 5 mos
Intervest International Equities CorporationBroker
May 1994 - December 1995 · 1 yr 7 mos
Programmed Equities CorporationBroker
March 1993 - May 1994 · 1 yr 2 mos
Transamerica Financial Resources, INC.Broker
May 1991 - March 1993 · 1 yr 10 mos
Philadelphia Life Asset Planning CompanyBroker
November 1987 - December 1991 · 4 yrs 1 mo
New York Life Variable Contracts CorporationBroker
June 1974 - November 1979 · 5 yrs 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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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