MC
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Michael Campos
18 Years of Experience
Lexington, SC
1 DisclosureBroker
Michael Campos is a registered investment advisor at D.A. Davidson & CO., based in Lexington, SC, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
695 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
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Location
4586 Sunset Blvd., Lexington, SC, 29072
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2024Settled
Employment History
Current Registrations
D.A. Davidson & CO.Broker
October 2022 - Present · 4 yrs
D.A. Davidson & CO.
October 2022 - Present · 4 yrs
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - October 2022 · 1 yr 8 mos
Truist Advisory Services, INC.
February 2021 - October 2022 · 1 yr 8 mos
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2011 - January 2018 · 6 yrs 9 mos
Bb&t Investment Services, INC.Broker
April 2011 - January 2018 · 6 yrs 9 mos
Edward Jones
July 2008 - April 2011 · 2 yrs 9 mos
Edward JonesBroker
May 2008 - April 2011 · 2 yrs 11 mos
State Registrations13 states
ALCOFLGAINMDNCNYPASCTNTXVA
AdvisorBrokerBoth
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.
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