Thomas Campbell
Thomas Campbell is a CFP, ChFC-designated registered investment advisor at Csi Group Advisors, LLC, based in Wall Township, NJ, with 5 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Divorce Planning, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are paid monthly in advance, not to exceed 2.50% annually, and are negotiable based on account complexity and asset size.
Fee Estimator
Location
1599 Nj-34, Suite 2, Wall Township, NJ, 07727
Get directionsHistory
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
Thomas provides sales support through Petersen Advisors, dedicating full-time hours to this activity. He also sells fixed annuities and life/health insurance, which is also a full-time commitment.
Employment History
Current Registrations
Csi Group Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations13 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.
Exams
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