John
Campbell

Securities America Advisors, Inc

CRD#2550804
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

Disclosures

Yes

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

$29,024,824,068

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

1,989

CA Average: 226
Total Number of Accounts

184,356

CA Average: 7,467
Average Account Size

$157,439

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 (6 years)

Securities America Advisors

2015 - Present (6 years)

Securities America Inc

2010 - Present (11 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

Disclosures

John Campbell has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Donald Seaman
La Vista, NE
Michael Woods
Lake Worth, FL
Patrick Williams
Carlisle, PA
Nicola Nichol
Fernandina Beach, FL
Cory Randall
La Vista, NE
Hillary Kent
Addison, TX
Christian Misa
Rockaway, NJ
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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