Zachary Campbell
Zachary Campbell is a ChFC-designated registered investment advisor at Rfg Advisory, LLC, based in Cuyahoga Falls, OH, with 13 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 17,410 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Fees are negotiated between the client and the financial advisor up to a maximum of 2.35%, which includes an RFG platform fee of up to 0.50%.
Fee Estimator
Location
750 Graham Road, Cuyahoga Falls, OH, 44221
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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
Zachary is a board member for Hopebridge, spending a few hours per week. He is also an agent with Financial Independence Group (FIG) selling variable insurance/life products, dedicating about half his time, and owns BGK Enterprises LLC rental properties, spending minimal time. Finally, Zachary works with Paramont Financial Planning as a financial advisor, selling life insurance, creating financial plans, and coordinating investment decisions, taking nearly full-time hours.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Private Client Services, LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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
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