Kevin Campbell is a CFP-designated registered investment advisor, based in Plymouth, MA, with 7 years of industry experience.
Location
18 North Street, Suite 1, Plymouth, MA, 02360
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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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Kevin works as a CPA at Campbell Financial Services, Inc. since 2020, functioning as a tax preparer and accountant, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2020 - September 2025 · 5 yrs 7 mos
Avantax Investment Services, INC.Broker
November 2018 - September 2025 · 6 yrs 10 mos
State Registrations2 states
AZMA
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.