Charlotte D Campbell

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 08/2022
  Hancock Invesment Services, Inc.
  New Orleans, LA
• 01/2014 → 08/2022
  Hancock Bank
  New Orleans, LA
• 08/2022 → 04/2024
  Cetera Investment Services Llc
  St. Cloud, MN
• 08/2022 → 04/2024
  Cetera Investment Advisers Llc
  New Orleans, LA
• 04/2024 → Present
  Kestra Investment Services, Llc
  Houston, TX
• 04/2024 → Present
  Kestra Advisory Services, Llc
  Houston, TX

Previous Registrations

• 2022-08-10 → 2022-11-18
  Cetera Investment Advisers Llc
  New Orleans, LA
• 2014-01-15 → 2022-08-10
  Hancock Whitney Investment Services Inc.
  Denham Springs, LA
  New Orleans, LA
• 2008-03-07 → 2012-11-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  The Woodlands, TX
  Houston, TX
• 2007-09-18 → 2008-01-17
  Citigroup Global Markets Inc.
  New Orleans, LA
  New Orleans, LA
  Houston, TX

Other Businesses

Name: PARK PLACE FINANCIAL POSITION: Registered Operations Manager NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2024 ADDRESS: f 5707 Southwest Parkway,, Building 2, Suite 400,, Austin TX 78735, United States DESCRIPTION: Provide full administrative support to two financial advisors. This will include opening and closing accounts. Process money movement requests and process transactions, as needed. Name: DEZ MANAGEMENT POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2022 ADDRESS: 3126 Terrace Avenue, Slidell LA 70458, United States DESCRIPTION: Make timely mortgage, property tax and insurance payments. Maintain property in a safe and habitable condition. Contract renters and follow terms of rental agreement. Name: CHARLOTTE CAMPBELL POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 347 Elmira Ave, New Orleans ME 70114, United States DESCRIPTION: Provide safe and habitable living conditions. Maintain mortgage, property tax and insurance on the property. Contract renters and adhere to rental agreement Name: GROW -GAIN RESOURCES, OPTIMIZE WEALTH EDUCATIONAL CHANNEL POSITION: Consultant NATURE: Educational consulting with limited overlap into business consulting due to m strategic input and branding guidance. INVESTMENT RELATED: No # OF HOURS: 64 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 347 Elmira Ave, New Orleans LA 70114, United States DESCRIPTION: Content Strategy & Subject Development: Providing thematic direction and subject ideas for financial literacy content tailored to teens. Editorial Oversight: Reviewing and refining AI-generated scripts and visuals to ensure clarity, accuracy, and alignment with educational goals. Branding & Privacy Guidance: Ensuring the channel maintains anonymous, inclusive branding that protects youth identity and promotes cultural sensitivity. Mentorship & Ethical Stewardship: Supporting my 15-year-old granddaughter's leadership in the project, fostering intergenerational collaboration and legacy building. I will not be producing the bulk of the content myself but will play a role in shaping its direction and ensuring it meets educational and ethical standards. It may be categorized as educational consulting, with limited overlap into business consulting.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-11
• S63 Uniform Securities Agent State Law Examination
  2006-06-18

Other Names

• Charlotte Dezzia Campbell
• Charlotte Burrell Campbell
• Charlotte Dezzia Burrell
• Charlotte Dezzia Williams
• Charlotte B Campbell