David Campbell
David Campbell is a registered investment advisor at Campbell Financial Advisory, LLC, based in Benton, AR, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 31 clients with $6.3M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Annual fee may be negotiable. For accounts serviced by Share Holders Services Group annual fees are based on a percentage of no more than 1.5% of Assets Under Management.
Fee Estimator
Location
Benton, AR
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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
David is the owner and insurance agent of Campbell Insurance Services, LLC, an S-Corp offering insurance services. This activity takes about half of his time.
Employment History
Current Registrations
Campbell Financial Advisory, LLC
Previous Registrations
Global Financial Private Capital, LLC
Brookstone Capital Management LLC
Morgan Keegan & Company, INC.
American Express Financial Advisors, INC.
State Registrations1 state
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.