Campbell Financial Services, LLC

Overview

Campbell Financial Services, LLC is organized as a limited liability company and is registered with the SEC since 1998. The firm is identified as a fund distributor and is owned by a mix of a domestic entity and an individual. Its public profile indicates a distribution-focused role rather than functioning as a capital allocator or active investment manager. The firm’s snapshot flags several operational attributes: it is not described as an active ESG investor, it is not registered as a multi-state adviser, it is not newly formed, and it does not list pension consulting or related-adviser status. The source does not include detail on client segments, advisory activities, or fee arrangements, which reinforces the impression that the firm’s primary activity is fund distribution rather than providing broad advisory services.

Assets & Accounts

Location & Offices