Kelly Kalister Campbell

Employer firm

Campbell Advisory Services, LLC CRD 174674

$9.47M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2015 → Present
  Campbell Advisory Services, Llc
  Irvine, CA
• 11/2014 → Present
  Independent Accountant
  Irvine, CA
• 10/2021 → 08/2022
  Origin Financial Llc
  Irvine, CA

Previous Registrations

• 2021-11-12 → 2022-08-11
  Origin Investment Advisory Llc
  Irvine, CA
  Sarasota, FL
  Newport Beach, CA

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

• Certified Financial Planner

Other Names

• Kelly Campbell