Advisor at Guardian Wealth Advisors, LLC
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Firm
Guardian Wealth Advisors, LLC
Location
Johnson City, TN 37601
Credentials
Series 65
Industry experience
7 years
Stephanie Campbell is a financial advisor at Guardian Wealth Advisors, LLC in Johnson City, TN, holding a Series 65 designation with seven years of industry experience. She previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, Inc. from 2016 to 2021, and Eastman Credit Union from 2007 to 2016. Outside of investment advising, she is licensed as an insurance agent and sells life insurance and long-term care insurance. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, integrating fundamental and technical analysis to manage portfolios.
Based on Guardian Wealth Advisors, LLC
Financial Planning Services and Retirement Plan Consulting Services may be charged flat fees, negotiated individually.
Negotiated between 0.30% and 1.5% depending on account size, services, and other factors
Financial Planning Services may be charged hourly; exact rates negotiated individually.
Minimum fee: Certain accounts may be subject to a minimum annual fee, specifics not stated. Fee-only: Financial Planning Services fees charged on a flat-fee or hourly basis, negotiated individually.
4104 N. Roan Street, Suite B
Johnson City, TN 37601
North Carolina · Tennessee
Guardian Wealth Advisors,LLC
2021 - Present (5 years)
Triad Hybrid Solutions, LLC
2016 - 2021 (5 years)
Triad Advisors, Inc.
2016 - 2021 (5 years)
Eastman Credit Union
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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