Deborah Frieda Campbell

Current Employers

Employment History

• 09/1999 → 10/2020
  Deborah F. Campbell Cpa
  Plymouth, MA
• 10/2004 → 09/2025
  Avantax Investment Services, Inc.
  Plymouth, MA
• 02/2005 → 09/2025
  Avantax Advisory Services
  Plymouth, MA
• 10/2014 → 09/2025
  Avantax Insurance Agency Llc
  Plymouth, MA
• 11/2019 → Present
  Deborah & Kevin Campbell Schedule E On 1040
  Plymouth, MA
• 07/2020 → Present
  Campbell Financial Services, Inc.
  Plymouth, MA
• 07/2020 → Present
  Team North Street Realty Trust
  Plymouth, MA
• 06/2020 → Present
  Campbell Financial Services, Inc.
  Plymouth, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-02-16 → 2025-09-05
  Avantax Advisory Services
  Plymouth, MA

Other Businesses

1) TEAM NORTH STREET REALTY TRUST POSITION: Trustee, Grantor NATURE: Operations and Financial management of building at 18 North Street which rents the office to Campbell Financial Services, Inc. The deed and related operations was moved from Team North Street, LLC to Team North Street Realty Trust on 7/2/2020. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/02/2020 ADDRESS: 18 North Street, Apt. 3, Plymouth MA 02360, United States DESCRIPTION: Overseeing repairs, maintenance and improvements of the building and property. Paying bills, collecting rents and paying the mortgage. In-charge of managing debt and mortgage. 2) CAMPBELL FINANCIAL SERVICES, INC. POSITION: President, 100% shareholder NATURE: Financial Services including tax preparation and consulting, bookkeeping and accounting services and investment management and financial planning services. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 06/26/2020 ADDRESS: 18 North Street, Suite 1, Plymouth MA 02360, United States DESCRIPTION: Manager, CPA and Investment Advisor Representative. Responsible for all oversight of operations and actively involved in day to day preparation of taxes and consulting on taxes/accounting and financial services and portfolio management. 3) DEBORAH & KEVIN CAMPBELL SCHEDULE E ON 1040 POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2019 ADDRESS: Deborah Campbell, 18 North Street, suite 1, Plymouth MA 02360, United States DESCRIPTION: I make sure the rental house has what it needs for the guests to enjoy their weeks vacation. I make sure the property is maintained in good order. I pay the bills for the property and manage the bank account.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-19