Sarah Jean Campbell Besso

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 08/2014 → 01/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Irvine, CA
• 11/2014 → 01/2017
  Bank Of America, N.A.
  Irvine, CA
• 01/2017 → 03/2018
  Lpl Financial, Llc
  Newport Beach, CA
• 04/2019 → 11/2024
  Pruco Securities, Llc.
  Irvine, CA
• 04/2018 → 03/2019
  Unemployed
  Laguna Beach, CA
• 05/2019 → Present
  Prudential Insurance Company Of America
  Irvine, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Irvine, CA

Previous Registrations

• 2019-05-20 → 2024-11-14
  Pruco Securities, Llc.
  Irvine, CA
• 2017-01-05 → 2018-03-27
  Lpl Financial Llc
  Newport Beach, CA
• 2014-11-11 → 2017-01-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-11-10

Designations

• Chartered Financial Analyst

Other Names

• Sarah Jean Campbell
• Sarah Jean Campbell Besso
• Sarah J Campbell Besso