Carl 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

• 08/2018 → 02/2026
  Edward Jones
  St Louis, MO
• 07/2017 → 08/2018
  Unemployed
  Bella Vista, AR
• 04/2014 → 07/2017
  Nielsen
  Bentonville, AR
• 02/2026 → 05/2026
  Unemployed
  Walton, KY
• 05/2026 → Present
  Lpl Financial Llc
  Dry Ridge, KY

Previous Registrations

• 2018-12-18 → 2026-03-13
  Edward Jones
  Walton, KY
  St Louis, MO
  Walton, KY
  Florence, KY
  Florence, KY

Other Businesses

1. 05/2026 - Evergreen Asset Management- DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 120 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 5/7/2026

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Other Names

• Carl Michael Campbell