Campbell Financial Services, LLC

Overview

Campbell Financial Services, LLC is organized as a limited liability company and has been SEC-registered since 1998. Public records list the owner type as a domestic entity and an individual; the firm's regulatory classification is unclassified. Available disclosures indicate the adviser is not designated as a multi-state adviser, not newly formed, and is not part of a related-adviser structure. The firm is not identified as a pension consultant. Regulatory flags in the snapshot note that Campbell Financial Services is not an active ESG investor and is not a capital allocator. Beyond those registry attributes, the firm has not provided narrative information about its investment strategy, client segments, or core advisory activities.

Assets & Accounts

Investments & Alternatives