Campbell Crawford Judge

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

• 01/2006 → 06/2021
  Fidelity Investments
  Smithfield, RI
• 07/2021 → 04/2022
  Self Employed
  San Francisco, CA
• 04/2022 → 02/2023
  Boom Planning
  San Francisco, CA
• 04/2022 → 02/2023
  Ameritas Investment Company, Llc
  Lincoln, NE
• 02/2023 → Present
  Lpl Financial Llc
  Lafayette, CA

Other Businesses

1) 02/09/2023 - Sextant Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - A reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2023-06-08
• S63 Uniform Securities Agent State Law Examination
  1993-12-06

Other Names

• Campbell Crawford Judge
• Campbell Judge