MC
CFP
MC
CFP

Michael Campbell

13 Years of Experience
Irvine, CA
Broker

Michael Campbell is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Irvine, CA, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

19200 Von Karman Avenue, Suite 370, Irvine, CA, 92612

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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

Michael is an associate/employee at Silversage Advisors, working as a financial advisor. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2020 - Present · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Silversage Advisors
November 2018 - June 2021 · 2 yrs 7 mos
Geneos Wealth Management, INC.Broker
November 2018 - August 2020 · 1 yr 9 mos
Edward Jones
August 2012 - November 2018 · 6 yrs 3 mos
Edward JonesBroker
April 2012 - November 2018 · 6 yrs 7 mos
State Registrations37 states
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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.
Michael Campbell - Financial Advisor | TrueAdvisor