Advisor at Campbell Financial Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Campbell Financial Advisory, LLC
Location
Benton, AR
Credentials
Series 66
Industry experience
20 years
David Campbell is the principal of Campbell Financial Advisory, LLC in Benton, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Uber and Arkansas Retirement Institute. In addition to his advisory role, he owns and operates Campbell Insurance Services, LLC, offering insurance products. Campbell Financial Advisory, LLC is an independent registered investment adviser serving individual clients and retirement plans with asset management, financial planning, and consulting services. The firm provides tailored strategies incorporating fundamental, technical, and cyclical analysis, and offers additional services such as limited-scope ERISA 3(21) retirement-plan advisory and public educational seminars.
Based on Campbell Financial Advisory, LLC
Based on Campbell Financial Advisory, LLC
Financial planning fees are negotiable fixed fees up to a maximum of $5,000.
$0 - $500,000: 1.00% annually $500,000.01 - $1,000,000: 0.80% annually $1,000,000.01+: 0.60% annually
Benton, AR
Arkansas
Uber
2017 - 2019 (2 years)
Arkansas Retirement Institute
2017 - 2019 (2 years)
Campbell Financial Advisory, LLC
2016 - Present (10 years)
Campbell Insurance Services, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Benton, AR
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CFP®, Series 63, Series 65
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CFP®, Series 66
Little Rock, AR
Ipsen Advisor Group
Series 65, Series 66
Little Rock, AR
Brown Capital Management, LLC
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