Kelly Campbell
Kelly Campbell is a CFP-designated registered investment advisor at Campbell Advisory Services, LLC, based in Newport Beach, CA, with 10 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1 clients with $9.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Campbell Advisory charges a percentage of the amount you invest. The exact percentage may be negotiable. Fees are charged quarterly, in advance, based on the ending balance of the previous quarter.
Location
567 San Nicolas Dr, Suite 200, Newport Beach, CA, 92660
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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.
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Kelly is an Investment Adviser Representative at Campbell Advisory Services, LLC since 2015, dedicating nearly full-time hours to providing investment advice and financial planning. She also serves on the Board of Directors for SupportAbiity, a non-profit organization providing scholarships and educational assistance.
Employment History
Current Registrations
Campbell Advisory Services, LLC
Previous Registrations
Origin Financial
State Registrations1 state
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