Kelly K. Campbell

CAMPBELL ADVISORY SERVICES

Newport Beach, CA 92660

Some features on this profile are disabled

CRD#: 6457813

Professional summary

Kelly Kalister Campbell, CFP®, who also goes by Kelly Campbell, is a registered financial advisor currently at CAMPBELL ADVISORY SERVICES, LLC located in Newport Beach, California.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kelly has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Campbell

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.

Campbell Advisory Serivces, LLC; Investment-Related; Irvine, CA; Investment Adviser; Investment Adviser Representative; �January 2015; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning. Board of Directors- SupportAbiity. It is a 501c3 organization that provides scholarships and educational assistance to students who have overcome personal, physical and emotional obstacles in their lives

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Kalister 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^®

Certified Financial Planner

Start date: 1985

Experience

Current

May 6, 2015 - Present

CAMPBELL ADVISORY SERVICES, LLC

Office #1: 567 San Nicolas Dr Suite 200, Newport Beach, CA 92660

RIA

CRD#: 174674

Newport Beach, CA

Past

November 12, 2021 - August 11, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

IRVINE, 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
(5/6/2015)

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

Current Firm

CAMPBELL ADVISORY SERVICES, LLC

CRD#: 174674 / SEC#:

California

Registered Investment Advisory firm - (5/6/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

567 San Nicolas Dr Suite 200, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 422-7580

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 8,819,000

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.

Similar Advisors

Barton Pearce

PARK AVENUE SECURITIES LLC

IAR

IRVINE, CA

Ryan Gallo

LPL FINANCIAL LLC

IAR

FULLERTON, CA

Michael Jensen

FALCON WEALTH PLANNING, INC.

IAR

Irvine, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kelly K. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Kalister Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMPBELL ADVISORY SERVICES, LLC

ORIGIN INVESTMENT ADVISORY LLC

State Registrations and Notice Filings

Exams

Current Firm

CAMPBELL ADVISORY SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAMPBELL ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors