KC
Kevin J. Campbell
MCILRATH & ECK
San Luis Obispo, CA 93401
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CRD#: 6157021
KC
Professional summary
Kevin James Campbell, CFP® is a registered financial advisor currently at MCILRATH & ECK, LLC located in San Luis Obispo, California.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kevin has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6 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. Affiliated with insurance companies not affiliated with McIlrath & Eck, LLC for sale of non - variable, life, health, and annuity and/or disability income insurance products. May earn commissions from transactions with these companies. 2. 100% Owner, 1250 Peach Street Suite C, 1250 Peach Street Suite C, San Luis Obispo, , CA, 93401, USA, Investment Property, Start Date: 05/12/2021, Hours per month: 80+, hours during securities trading hours: 80+, buying an office suite in a medical center.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin James 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®
CFP®
Start date: 2019
Experience
Current
August 9, 2022 - Present
MCILRATH & ECK, LLC
Office #1: 1250 Peach Street, Ste. C, San Luis Obispo, CA 93401RIA
CRD#: 145252
San Luis Obispo, CA
Past
January 30, 2014 - June 16, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Sn Luis Obisp, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
M&
MCILRATH & ECK, LLC
MCILRATH & ECK, LLC | PERISCOPE WEALTH ADVISORS | MCILRATH ECK LLC
CRD#: 145252 / SEC#: 801-70488
RIA
Registered Investment Advisory firm - (8/18/2009 Approved)Florida
Registered Investment Advisory firm - (4/30/2008 Terminated)Oregon
Registered Investment Advisory firm - (8/31/2009 Terminated)Texas
Registered Investment Advisory firm - (8/18/2009 Terminated)Washington
Registered Investment Advisory firm - (8/31/2009 Terminated)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(8/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/28/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
M&
MCILRATH & ECK, LLC
MCILRATH & ECK, LLC | PERISCOPE WEALTH ADVISORS | MCILRATH ECK LLC
CRD#: 145252 / SEC#: 801-70488
RIA
Registered Investment Advisory firm - (8/18/2009 Approved)Florida
Registered Investment Advisory firm - (4/30/2008 Terminated)Oregon
Registered Investment Advisory firm - (8/31/2009 Terminated)Texas
Registered Investment Advisory firm - (8/18/2009 Terminated)Washington
Registered Investment Advisory firm - (8/31/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3325 Smokey Point Drive, Suite 201, Arlington, WA 98223
Mailing Address
Phone number
(360) 657-8600
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,203 |
| AUM (Assets Under Management) | $ 1,059,805,672 |
Red Flags
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Company Information
MCILRATH & ECK, LLC
CRD#: 145252San Luis Obispo, CA 93401TRUST BUT VERIFY
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