David K. Campbell
Professional summary
David Keith Campbell, CFP®, who also goes by Dave Campbell, Davis Keith Campbell, is a registered financial advisor currently at DIMENSIONAL FUND ADVISORS LP located in Austin, Texas and DFA SECURITIES LLC located in Austin, Texas.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. David has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Keith Campbell's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
May 23, 2013 - Present
DIMENSIONAL FUND ADVISORS LP
Office #1: 6300 Bee Cave Road Building One, Austin, TX 78746October 7, 2010 - Present
DFA SECURITIES LLC
Office #1: Palisades West, Building One 6300 Bee Cave Road, Austin, TX 78746March 7, 2012 - December 18, 2013
DIMENSIONAL SMARTNEST (US) LLC
February 21, 2012 - March 13, 2012
DIMENSIONAL FUND ADVISORS LP
June 12, 2000 - December 31, 2008
401(K) INVESTMENT SERVICES, INC.
March 27, 1997 - September 24, 1997
FIRSTAR INVESTMENT SERVICES,INC.
September 9, 1996 - March 6, 1997
ASSOCIATED INVESTMENT SERVICES, INC.
September 12, 1995 - February 28, 1996
MOMENTUM INDEPENDENT NETWORK INC.
Primary Firm SEC Registration
DIMENSIONAL FUND ADVISORS LP
CRD#: 106482 / SEC#: 801-16283
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/21/2012)
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(1/11/2024)
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(10/7/2010)
(5/23/2013)
(2/21/2012)
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(8/7/2019)
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Exams
FINRA
Current Firm
DIMENSIONAL FUND ADVISORS LP
CRD#: 106482 / SEC#: 801-16283
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,611 |
| AUM (Assets Under Management) | $ 835,713,261,770 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
