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JC

John W. Campbell

L.G. SMITH FINANCIAL SERVICES
LONG BEACH, CA 90804
Some features on this profile are disabled
CRD#: 5042314
JC

Professional summary

John William Campbell is a registered financial advisor currently at L.G. SMITH FINANCIAL SERVICES located in Long Beach, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
L.G. SMITH ACCOUNTANCY CORPORATION. THIS BUSINESS IS NOT INVESTMENT RELATED. 4017 E. 7TH ST. LONG BEACH, CA 90804. TAX PREPARATION AND ACCOUNTING. ACCOUNTANT AND PARTNER. STARTED 1/1/1997. 160 HOURS/MONTH I AM A TAX ACCOUNTANT DURING THE DAY AND ONLY DO A SMALL AMOUNT OF INVESTMENT WORK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William 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

February 4, 2014 - Present

L.G. SMITH FINANCIAL SERVICES

Office #1: 4017 E. 7th Street, Long Beach, CA 90804
RIA
CRD#: 135994
LONG BEACH, CA
Past

March 19, 2001 - December 31, 2013

L.G. SMITH FINANCIAL SERVICES

RIA
CRD#: 135994
LONG BEACH, CA

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
California
(2/4/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/20/2000
Uniform Investment Adviser Law Examination

Current Firm

LS
L.G. SMITH FINANCIAL SERVICES
L.G. SMITH FINANCIAL SERVICES | L.G.SMITH FINANCIAL SERVICES

CRD#: 135994 / SEC#:

California
Registered Investment Advisory firm - (3/19/2001 Approved)
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Contact information

Main Address
4017 E. 7th St., Long Beach, CA 90804
Mailing Address
Phone number
(562) 438-9991
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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.

Company Information

L.G. SMITH FINANCIAL SERVICES

CRD#: 135994Long Beach, CA 90804

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