Kevin
Campbell

Usa Financial Securities Corporation

CRD#6061102
Investment Advisor
in Poulsbo, WA

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About this Advisor

Kevin Campbell is a financial advisor based in Poulsbo, Washington, working with Usa Financial Securities Corporation. Kevin has previously held positions at Lifepro Asset Management, Cp Authority LLC, Change Path LLC, and Usa Financial Securities. Kevin has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, Colorado, Florida, Idaho, Illinois, Maryland, Montana, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oklahoma, Oregon, Rhode Island, Texas, Utah, and Washington. Currently, Kevin is part of Usa Financial Securities Corporation, which operates out of Poulsbo, Washington. The firm has 126 offices and 166 employees. The firm manages assets totaling $268.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Usa Financial Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

19225 8Th Avenue Ne, Suite 201
Poulsbo, WA 98370

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$268,691,644

WA Average: $943,424,332
Total Number of Employees

166

WA Average: 21
Total Number of Accounts

1,395

WA Average: 1,586
Average Account Size

$192,610

WA Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kevin Campbell Work History

2020 - Present (4 years)

Usa Financial Securities

2009 - Present (15 years)

Cp Authority LLC

2018 - 2020 (2 years)

Change Path LLC

2017 - 2018 (1 year)

Lifepro Asset Management

Disclosures

Please visit the SEC profile of Kevin 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 Usa Financial Securities Corporation

Kyle Beals
Raleigh, NC
Jason Towles
Raleigh, NC
Andrew Kayla
Ada, MI
Russell Sutton
Erie, PA
Tyler Bannister
Ada, MI
Andrew Coplin
Ada, MI
Susan Green
Tustin, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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