Cristina
Campbell

Empirical Wealth Management

CRD#5508046
Investment Advisor
in Irvine, CA

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About this Advisor

Cristina Campbell is a certified financial planner working out of Irvine, California, with a total of 2 years of industry experience. Campbell works at Empirical Wealth Management. During their career, Campbell has held roles at Charles Schwab & Co., Inc, Natixis Global Asset Management, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Lpl Financial LLC, Stratos Wealth Partners, LTD and Empirical Wealth Management. Campbell has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Empirical Wealth Management is an advisory business that has its headquarters in Seattle, WA. The investment advisory business has offices in 11 locations and a total of 65 financial advisors. It administers $4 billion in assets under management among its 6,280 accounts, making it one of the largest firms in the country by assets under management. Of its 6,280 customer accounts, 62% are associated with high-net-worth clients who have at least $1 million in investable assets. Empirical Wealth Management performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice usually vary depending on which service is offered. However, fees charged by Empirical Wealth Management likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

2020 Main Street Suite 340
Irvine, CA 92614

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Empirical Wealth Management Brokerage Details

Total Assets Under Management

$4,178,934,091

CA Average: $3,566,627,242
Total Number of Employees

65

CA Average: 46
Total Number of Accounts

6,280

CA Average: 1,499
Average Account Size

$665,435

CA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Cristina Campbell Work History

Cristina has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Empirical Wealth Management

2020 - 2021 (1 year)

Lpl Financial LLC

2020 - 2021 (1 year)

Stratos Wealth Partners, LTD

2018 - 2020 (2 years)

Fidelity Personal And Workplace Advisors

2017 - 2020 (3 years)

Fidelity Brokerage Services LLC

2015 - 2017 (2 years)

Natixis Global Asset Management

2008 - 2015 (7 years)

Charles Schwab & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cristina Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Empirical Wealth Management

Jason Sulkosky
Seattle, WA
Dustin Rue
Portland, OR
Alex Medin
Irvine, CA
Lindsay Farnsworth
Seattle, WA
Robert Thomas
Seattle, WA
Kevin Byrd
Seattle, WA
Michael Kelly
Seattle, WA
Wenwen Dong
Anchorage, AK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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