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Kelly Kalister Campbell

Campbell Advisory Services, LLC

Newport Beach, CA

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Current Employers
Campbell Advisory Services, Llc

567 San Nicolas Dr Suite 200, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

567 San Nicolas Dr Suite 200, Newport Beach, CA 92660 • 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
Campbell Advisory Services, Llc Irvine CA 01/2015 Present
Independent Accountant Irvine CA 11/2014 Present
Origin Financial Llc Irvine CA 10/2021 08/2022
  • 01/2015 → Present
    Irvine, CA
  • 11/2014 → Present
    Independent Accountant
    Irvine, CA
  • 10/2021 → 08/2022
    Origin Financial Llc
    Irvine, CA
Previous Registrations
Other Businesses

Campbell Advisory Serivces, LLC; Investment-Related; Irvine, CA; Investment Adviser; Investment Adviser Representative;  January 2015; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning. Board of Directors- SupportAbiity. It is a 501c3 organization that provides scholarships and educational assistance to students who have overcome personal, physical and emotional obstacles in their lives

Designations
Other Names
  • Kelly Campbell

View on SEC IAPD

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