Kevin Campbell
Kevin Campbell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Poulsbo, WA, with 9 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
Firm Size
IM Fee
Assets Under Management
Location
1050 NE Hostmark St, Ste 200, Poulsbo, WA, 98370
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Regulatory History (1)
Customer Dispute
September 2018Other Business ActivitiesSells Insurance
Kevin is the President of CP Authority LLC DBA Peaks Financial since 2009, where he focuses on risk management via insurance products, including insurance and annuity sales, dedicating about 10-20% of his time during securities trading hours. He also works as an instructor teaching comprehensive personal finance education in the local community, which is not investment related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
USA Financial Securities Corporation
Change Path LLC
Lifepro Asset Management
Lee Johnson Capital Management, LLC
State Registrations19 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.