How does CAMPBELL FINANCIAL ADVISORY, LLC help clients? – Key Takeaways:
CAMPBELL FINANCIAL ADVISORY, LLC (CFA) is a financial advisory firm that is dedicated to helping clients achieve their financial goals. CFA is committed to providing unbiased and personalized financial advice to individuals, families, and business owners. With over 20 years of experience in the financial industry, CFA has developed a strong reputation for its expertise and client-centric approach.
- Provides personalized financial advice to individuals, families, and business owners
- Committed to providing unbiased advice
- Over 20 years of experience in the financial industry
- Strong reputation for expertise and client-centric approach
Facts and Insights
CFA believes that financial planning is essential for achieving financial success and security. They work with their clients to create a comprehensive financial plan that includes investment management, retirement planning, tax planning, and estate planning. CFA’s team of financial experts are always up-to-date with the latest market trends and use their knowledge to help clients make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
CFA offers a wide range of financial services to help clients achieve their financial goals. They provide comprehensive financial planning and investment management, as well as specialized services such as retirement planning, tax planning, and estate planning. CFA also offers education planning, risk management, and legacy planning to help clients protect and grow their wealth over the long term.
Client Types
CFA serves a diverse range of clients, including individuals, families, and business owners. They have experience working with clients from all income levels and backgrounds. Whether a client is just starting to build their wealth or is a high net worth individual, CFA has the knowledge and expertise to help them reach their financial goals.
Fees & Compensation
CFA believes in transparency when it comes to fees and compensation. They charge a fee based on a percentage of assets under management or a fixed fee, depending on the services provided. This fee structure ensures that CFA’s interests are aligned with their clients’ and that they are focused on achieving the best results for their clients.
Background
CFA was founded by John Campbell, a highly experienced and knowledgeable financial advisor. John has over 20 years of experience in the financial industry and is committed to providing personalized and unbiased advice to his clients. He is supported by a team of financial experts who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
- CFA is a registered investment advisor with the Securities and Exchange Commission (SEC)
- CFA has a clean regulatory record with no disciplinary actions or sanctions
- CFA does not have any conflicts of interest that may impact their ability to serve clients