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Stephen Jeffrey Campbell

LPl Financial LLC

Fishersville, VA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-04
VA RA APPROVED 2022-04-21
  • TX RA
    APPROVED_RES
    Since 2025-04-04
  • VA RA
    APPROVED
    Since 2022-04-21

Branch Locations

Fishersville, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Fishersville VA 10/2002 04/2022
Securities America Advisors, Inc. Fishersville VA 11/2003 04/2022
Campbell Financial Services Fishersville VA 04/1978 04/2022
Everbank Jacksonville FL 05/2005 04/2022
Lpl Financial Fishersville VA 04/2022 Present
  • 10/2002 → 04/2022
    Securities America, Inc.
    Fishersville, VA
  • 11/2003 → 04/2022
    Securities America Advisors, Inc.
    Fishersville, VA
  • 04/1978 → 04/2022
    Campbell Financial Services
    Fishersville, VA
  • 05/2005 → 04/2022
    Everbank
    Jacksonville, FL
  • 04/2022 → Present
    Lpl Financial
    Fishersville, VA
Previous Registrations
  • 2003-11-12 → 2022-04-21
    Securities America Advisors, Inc.
    Fishersville, VA
    Fishersville, VA
Other Businesses

1- 07/01/2006 / Stephen J campbell Real Estate LLC / Real Estate Rental / Investment Related / 1904 jefferson Hwy, Fishersville, VA 22939 2- 04/2022 / DBA for LPL Business (entity for LPL business) / Cornerstone Wealth Advisor Group / Investment Related / 160 HR MNTH & 8 HR During Trading / Fishersville Fishersville, Fishersville, VA 22939 3- 07/2000 / Real Property / Real Estate Rental / Investment Related / 128 henry ave waynesboro VA 22980 4- 04/26/2023 - Advisors Excel - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date 04/17/2023 - 4 Hours Per Month/2 Hours During Securities Trading 5- 10/04/2023 - Real Estate Rental - Condo - Investment Related - Emerald Isle, NC - Start Date 09/28/2023 - 2 Hours Per Month/ 0 Hurs During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-30
S63 Uniform Securities Agent State Law Examination 1985-11-15
  • S66 Uniform Combined State Law Examination
    2003-10-30
  • S63 Uniform Securities Agent State Law Examination
    1985-11-15
Other Names
  • Steve Campbell

View on SEC IAPD

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