CC
CFP
CC
CFP

Cristina Marie Campbell

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,132 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:None
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Location

2020 Main Street, Suite 340, Irvine, CA, 92614

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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

Cristina is an affiliated insurance producer for Empirical Insurance, LLC, providing insurance planning services since 2021. She dedicates minimal time to this activity.

Employment History
Current Registrations
Empirical Wealth Management
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
June 2020 - January 2021 · 7 mos
Stratos Wealth Partners, LTD
June 2020 - January 2021 · 7 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2020 · 1 yr 11 mos
Strategic Advisers LLC
March 2017 - July 2018 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
March 2017 - June 2020 · 3 yrs 3 mos
Ngam Advisors, L.P.
June 2016 - March 2017 · 9 mos
Ngam Distribution, L.P.Broker
February 2015 - March 2017 · 2 yrs 1 mo
Charles Schwab & CO., INC.
August 2009 - February 2015 · 5 yrs 6 mos
Charles Schwab & CO., INC.Broker
December 2008 - February 2015 · 6 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Cristina Marie Campbell - Financial Advisor | TrueAdvisor