David A. Campbell

CAMPBELL FINANCIAL ADVISORY

BRYANT, AR 72022

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CRD#: 4515306

Professional summary

David Aaron Campbell is a registered financial advisor currently at CAMPBELL FINANCIAL ADVISORY, LLC located in Bryant, Arkansas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. David has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)CAMPBELL INSURANCE SERVICES, LLC.-BENTON, AR-OWNER/INSURANCE AGENT-AN S-CORP ESTABLISHED TO OFFER INSURANCE SERVICES-INVESTMENT RELATED-80 HRS/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Aaron Campbell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 17, 2016 - Present

CAMPBELL FINANCIAL ADVISORY, LLC

Office #1: 207 Progress Way Suite 113, Bryant, AR 72022

RIA

CRD#: 285281

BRYANT, AR

Past

December 7, 2012 - November 24, 2014

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

BRYANT, AR

Past

September 7, 2007 - December 7, 2012

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

GLENWOOD, AR

Past

May 19, 2005 - August 21, 2007

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

LITTLE ROCK, AR

Past

May 19, 2005 - August 21, 2007

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

LITTLE ROCK, AR

Past

April 13, 2004 - May 27, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LITTLE ROCK, AR

Past

March 17, 2004 - May 27, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 17, 2004 - May 27, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(10/17/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/12/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/15/2004

General Securities Representative Examination

Current Firm

CAMPBELL FINANCIAL ADVISORY, LLC

CRD#: 285281 / SEC#:

Arkansas

Registered Investment Advisory firm - (10/17/2016 Approved)

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Contact information

Main Address

207 Progress Way Suite 113, Bryant, AR 72022

Mailing Address

Po Box 2437, Benton, AR 72019

Phone number

(800) 571-6447

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 5,100,000

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.

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David A. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Aaron Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMPBELL FINANCIAL ADVISORY, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/12/2004

Series 7

Date: 3/15/2004

Current Firm

CAMPBELL FINANCIAL ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAMPBELL FINANCIAL ADVISORY, LLC

TRUST BUT VERIFY

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