Lloyd Campbell
Advisor at Edward Jones
Updated today
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Work history
Edward Jones
2024 - Present (2 years)
Baylor University
2022 - 2024 (2 years)
Life Time Fitness
2019 - 2024 (5 years)
Rochester University
2018 - 2022 (4 years)
Unemployed
2014 - 2024 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Curtis L
Series 63, Series 66
Paola, KS
Edward Jones
Monty C
CFP®, Series 66
Paola, KS
Edward Jones
Patrick H
Series 66
Paola, KS
Fidelity
Patrick Haase is a Financial Consultant at Fidelity Investments, where he is involved in developing, implementing, and refining financial plans and investment strategies. He focuses on aligning financial plans with the realities of clients' lives to support their financial goals. He has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative, gaining experience across various aspects of financial consulting and client relationship management from 2021 to the present. Outside of his professional responsibilities, Patrick engages in family activities, fishing, hiking, outdoor adventures, and values his experiences related to military service and parenthood.
Jacob H
Series 63, Series 66
Louisburg, KS
Edward Jones
Craig H
Series 63, Series 66
Louisburg, KS
Edward Jones
Jennifer H
Series 66
Spring Hill, KS
Edward Jones
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