Kim Campbell
Kim Campbell is a registered investment advisor at LPL Financial LLC, based in Arlington, TX, with 21 years of industry experience. Kim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Arlington, TX
Get directionsHistory
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 Registrations7 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.
Exams
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