KC
KC

Kristin Campbell

22 Years of Experience
Fort Worth, TX
1 DisclosureBroker

Kristin Campbell is a registered investment advisor at Wells Fargo Advisors, based in Fort Worth, TX, with 22 years of industry experience. Kristin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

201 Main St 4th Fl, [Tg-Rbo], Fort Worth, TX, 76102

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History

Regulatory History (1)
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
March 2015
Closed-No Action
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2013 - Present · 13 yrs 5 mos
Wells Fargo Advisors
May 2013 - Present · 13 yrs 5 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - May 2013 · 0 mos
Bbva Wealth Solutions INC.
October 2010 - May 2013 · 2 yrs 7 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INCBroker
May 2008 - May 2013 · 5 yrs
Bbva Compass Investment Solutions, INC.
May 2008 - March 2010 · 1 yr 10 mos
Primevest Financial Services, INC.
May 2007 - May 2008 · 1 yr
Primevest Financial Services, INC.Broker
May 2007 - May 2008 · 1 yr
Wells Fargo Investments, LLCBroker
December 2005 - May 2007 · 1 yr 5 mos
Wells Fargo Investments, LLC
December 2005 - May 2007 · 1 yr 5 mos
First Command Financial Planning, INC.
September 2005 - November 2005 · 2 mos
First Command Bank
January 2005 - September 2005 · 8 mos
First Command Financial Planning, INC.Broker
August 2004 - November 2005 · 1 yr 3 mos
State Registrations20 states
ALARCACOFLIAKSKYLAMOMSNCNMNVOHOKTXVAWAWI
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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