DC
DC

Deborah Campbell

21 Years of Experience
Plymouth, MA
BrokerSells Insurance

Deborah Campbell is a registered investment advisor, based in Plymouth, MA, with 21 years of industry experience.

Location

18 North Street, Suite 1, Plymouth, MA, 02360

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Deborah sells equity indexed annuities through Avantax Insurance Agency, dedicating minimal time to this activity. She also manages a realty trust, Campbell Financial Services Inc., and a rental property, spending about half her time on Campbell Financial Services.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2005 - September 2025 · 20 yrs 7 mos
Avantax Investment Services, INC.Broker
November 2004 - September 2025 · 20 yrs 10 mos
State Registrations6 states
AZCAFLMANYRI
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.
Deborah Campbell - Financial Advisor | TrueAdvisor