AC
AC

Andrew Patrick Campbell

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408

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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

Andrew operates his LPL business through Gladstone Wealth Partners and provides investment advisory services through Gladstone Institutional Advisory, LLC. He dedicates full-time hours to both activities.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2025 - Present · 11 mos
Gladstone Wealth Partners
March 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2022 - February 2025 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2022 - February 2025 · 2 yrs 6 mos
Citizens Securities, INC.
April 2021 - August 2022 · 1 yr 4 mos
Citizens Securities, INC.Broker
April 2021 - August 2022 · 1 yr 4 mos
Cuso Financial Services, L.P.
May 2019 - April 2021 · 1 yr 11 mos
Cuso Financial Services, L.P.Broker
May 2019 - April 2021 · 1 yr 11 mos
Private Advisor Group, LLC
February 2016 - May 2019 · 3 yrs 3 mos
LPL Financial LLCBroker
January 2016 - May 2019 · 3 yrs 4 mos
Wells Fargo Advisors, LLCBroker
November 2013 - February 2016 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
November 2013 - February 2016 · 2 yrs 3 mos
Cetera Investment Services LLC
April 2012 - November 2013 · 1 yr 7 mos
Cetera Investment Services LLCBroker
April 2012 - November 2013 · 1 yr 7 mos
LPL Financial LLC
May 2011 - April 2012 · 11 mos
LPL Financial LLCBroker
May 2011 - April 2012 · 11 mos
LPL Financial CorporationBroker
January 2010 - March 2010 · 2 mos
LPL Financial Corporation
January 2010 - March 2010 · 2 mos
Uvest Financial Services Group, INC.
April 2009 - April 2009 · 0 mos
Uvest Financial Services Group, INC.Broker
January 2007 - April 2009 · 2 yrs 3 mos
Metlife Securities INC.Broker
September 2006 - January 2007 · 4 mos
Metropolitan Life Insurance CompanyBroker
September 2006 - January 2007 · 4 mos
State Registrations8 states
DEFLMDNJPASCVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Patrick Campbell - Financial Advisor | TrueAdvisor