Linda Campbell
Linda Campbell is a CFA-designated registered investment advisor at UBS Financial Services INC., based in San Francisco, CA, with 40 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
555 California St, 34th, 36th & 46th Floors, San Francisco, CA, 94104
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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 Activities
Linda is a 50% co-owner, president, and director of The Campbell Group, Inc., an inactive California Registered Investment Advisor in the process of being de-registered. She is also a member of committees for ARCS Foundation NC, overseeing endowment investments and evaluating university grant compliance.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Conifer Securities LLCBroker
Investment Marketing INC.
Alternative Investments Company
Private Ledger Financial Services, IncorporatedBroker
Wertheim & CO., INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Kidder, Peabody & CO., IncorporatedBroker
State Registrations21 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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