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. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
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.
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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 Registrations18 states
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