Kim Campbell
Kim Campbell is a registered investment advisor at LPL Financial LLC, based in Arlington, TX, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Arlington, TX
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Regulatory History (1)
Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Kim operates under the DBA Western Wealth Management for her LPL business, dedicating about half of her time to it. She is also an agent for Brightstar Insurance Services, selling non-variable insurance and spending about 10-20% of her time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Bbva Wealth Solutions INC.
Bbva Compass Investment Solutions, INCBroker
Edward Jones
Edward JonesBroker
State Registrations6 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.