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John Campbell

24 Years of Experience
Long Beach, CA

John Campbell is a registered investment advisor at L.G. Smith Financial Services, based in Long Beach, CA, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Tax Planning.

Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)

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

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Location

4017 E. 7th Street, Long Beach, CA, 90804

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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 Activities

John is a partner and accountant at L.G. Smith Accountancy Corporation since 1997, focusing on tax preparation and accounting. This takes nearly all of John's time, and he only does a small amount of investment work.

Employment History
Current Registrations
L.G. Smith Financial Services
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
L.G. Smith Financial Services
March 2001 - December 2013 · 12 yrs 9 mos
State Registrations1 state
CA
Advisor

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.
John Campbell - Financial Advisor | TrueAdvisor