Paul Campbell
Paul Campbell is a registered investment advisor at LPL Financial LLC, based in Aurora, IL, with 25 years of industry experience. Paul 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 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
75 Executive Dr, Ste 425I, Aurora, IL, 60504
Get directionsHistory
Regulatory History (4)
Judgment / Lien
June 2023Judgment / Lien
June 2017Judgment / Lien
September 2016Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Paul operates his LPL business through P.B. Campbell & Associates, spending nearly full-time on this. He is also an insurance agent selling non-variable insurance, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations12 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.
Exams
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