Sarah Campbell
Sarah Campbell is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3177 Latta Road Ste 10, Rochester, NY, 14612
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sarah is a notary public, dedicating minimal time to this activity. She also operates ESL Investment Services, LLC as a DBA for her LPL business, dedicating full-time hours. Additionally, Sarah sells life, disability, and long-term care insurance through ESL Investment Services, spending about 10-20% of her time on this.
Employment History
Current Registrations
LPL Financial LLC
Esl Investment Services, LLC
Esl Investment Services, LLCBroker
LPL Financial LLCBroker
State Registrations9 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.