Amanda Campbell
Amanda Campbell is a registered investment advisor at LPL Financial LLC, based in Westwood, KS, with 11 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
1900 W 47th Pl Ste 320, Westwood, KS, 66205
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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
Amanda is involved in real estate rental since 2015 and non-variable insurance since 2011. She also operates under the DBAs Modern Horizons Group and Modern Horizons Wealth Advisors for her LPL business, dedicating full-time hours during securities trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Montage Investments, LLC
Montage Securities, LLCBroker
Communityamerica Financial Solutions, LLC
Communityamerica Financial Solutions, LLCBroker
State Registrations12 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.