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Christopher Campbell

22 Years of Experience
Worcester, MA
BrokerSells Insurance

Christopher Campbell is a registered investment advisor at Cetera Investment Advisers LLC, based in Worcester, MA, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

324 Grove St, Worcester, MA, 01605

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher owns Campbell Advisory, Inc. and is a financial advisor at Archstone Financial, both involving the sale and service of insurance, securities, and investment products; these activities take up nearly all of his time. He is also a co-trustee of MJK Stone Irrevocable Trust and treasurer of F Factor Golf League, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2013 - June 2021 · 8 yrs 1 mo
Voya Financial Advisors, INC.Broker
April 2013 - June 2021 · 8 yrs 2 mos
Baystate Wealth Management
January 2012 - April 2013 · 1 yr 3 mos
New England SecuritiesBroker
January 2007 - April 2013 · 6 yrs 3 mos
Ameriprise Financial Services, INC.Broker
March 2004 - January 2007 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
March 2004 - July 2006 · 2 yrs 4 mos
State Registrations17 states
CACOCTFLMAMEMIMNNCNHNYRISCTXVAVTWV
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.