Kristina Page Campbell

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:

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

Current Employers

Employment History

• 05/2014 → Present
  Lpl Financial Llc
  Charleston, SC
• 05/2014 → Present
  South Carolina Bank And Trust
  Charleston, SC

Previous Registrations

• 2012-02-07 → 2014-05-16
  Sorrento Pacific Financial, Llc
  Charleston, SC
  San Diego, CA
• 2006-09-27 → 2011-08-16
  Uvest Financial Services Group, Inc.
  Charleston, SC
  Charlotte, NC

Other Businesses

(1) 05/27/2014: South State Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - 2440 Mall Drive, Charleston, SC 29406 - Start 06/30/2014 - 160 Hr/Mo; 130 Hour(s) During Securities Trading (2) 10/20/2016: No Business Name - Notary - Investment Related - 2440 Mall Dr, Charleston SC 29406 - Start 08/18/2016 - 0 Hr/Mo - Notary Public of South Carolina

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-20
• S63 Uniform Securities Agent State Law Examination
  1999-05-05

Other Names

• Kristina Page Bourque