Kaylin M. Campbell

EXOS WEALTH STRATEGIES

Houston, TX 77069

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CRD#: 6972243

Professional summary

Kaylin Marie Campbell is a registered financial advisor currently at EXOS WEALTH STRATEGIES, LLC located in Houston, Texas.

Kaylin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kaylin has worked at 2 firms and has passed the Series 65, Series 63, 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.

? Name of other business: M&A Risk Management, LLC ? Is business Investment related: No ? Address of other business: 13231 Champions Forest Dr., Suite 300, Houston, TX 77069 ? Nature of other business: Insurance Agency ? Your position: Owner/Partner ? Start date of relationship: 09/04/2022 ? Approx. # of hours /month devote to other business: 160/month, 90% during securities trading hours ? Briefly describe duties: Own and operate life, health and P&C insurance firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaylin Marie 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

September 1, 2023 - Present

EXOS WEALTH STRATEGIES, LLC

Office #1: 13231 Champions Forest Dr. Suite 300, Houston, TX 77069

RIA

CRD#: 310869

Houston, TX

Past

June 20, 2019 - August 1, 2022

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

HOUSTON, TX

Past

September 14, 2018 - August 1, 2022

PARK AVENUE SECURITIES LLC

CRD#: 46173

HOUSTON, TX

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

Texas
(9/1/2023)

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 65

Date: 5/16/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/16/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/14/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EXOS WEALTH STRATEGIES, LLC

CRD#: 310869 / SEC#:

Arizona

Registered Investment Advisory firm - (10/13/2023 Approved)

Arkansas

Registered Investment Advisory firm - (4/6/2022 Approved)

Florida

Registered Investment Advisory firm - (6/3/2022 Approved)

Texas

Registered Investment Advisory firm - (10/19/2020 Approved)

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Contact information

Main Address

Spring, TX

Mailing Address

Phone number

(832) 844-9388

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	132
AUM (Assets Under Management)	$ 30,105,311

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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Kaylin M. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaylin Marie Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXOS WEALTH STRATEGIES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2019

Series 63

Date: 5/16/2019

SIE

Date: 10/1/2018

Series 6

Date: 9/14/2018

Current Firm

EXOS WEALTH STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EXOS WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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