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Brian Campbell

LPl Financial LLC

Boston, MA

Sharon, MA

CRD 2954067

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-02-23
  • MA RA
    APPROVED
    Since 2011-02-23

Branch Locations

201 Washington St Ste 300, Boston, MA 02108 • United States

Sharon, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Boston MA 06/2000 Present
  • 06/2000 → Present
    Lpl Financial
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-18
S63 Uniform Securities Agent State Law Examination 1998-07-17
  • S65 Uniform Investment Adviser Law Examination
    2002-06-18
  • S63 Uniform Securities Agent State Law Examination
    1998-07-17
Other Names
  • Brian Campbell

View on SEC IAPD

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Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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