Securities America Advisors, Inc

Investment Advisor
in Claremont, CA

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About this Advisor

John Campbell is a financial advisor working in Claremont, California, who has been in the financial industry for 10 years. Campbell is currently employed by Securities America Advisors, Inc. During their career, the advisor has held roles at Raymond James Finanical Services, Lone Eagle Wealth Services, Inc, Raymond James Financial Services Advisors, Inc, Lpl Financial LLC, Securities America Advisors and Securities America Inc. Campbell maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Securities America Advisors, Inc is an advisory firm based in Claremont, California. The firm has offices in 1,271 locations and a total of 1,989 people on staff. It administers $29 billion in assets across its 184,356 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 184,356 accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which service is provided. Fee types charged by Securities America Advisors, Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others



Office Location

1490 N Claremont Blvd, Ste 100
Claremont, CA 91711

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management


CA Average: $1,978,216,465
Total Number of Employees


CA Average: 226
Total Number of Accounts


CA Average: 7,467
Average Account Size


CA Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

John Campbell Work History

John has 10 years of experience.

2015 - Present (7 years)

Securities America Advisors

2015 - Present (7 years)

Securities America Inc

2010 - Present (12 years)

Lone Eagle Wealth Services, Inc

2012 - 2015 (3 years)

Lpl Financial LLC

2010 - 2012 (2 years)

Raymond James Finanical Services

2010 - 2012 (2 years)

Raymond James Financial Services Advisors, Inc


John Campbell has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

David Wallach
New Haven, CT
Eric Gaisford
Ozark, MO
Max Lipsitz
Buffalo, NY
Stephanie Bolles
West Des Moines, IA
David Gies
Waterbury, CT
Richard Petro
Coraopolis, PA
Cory Randall
La Vista, NE
Will Jones
Rancho Cordova, CA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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