Campbell Advisory Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

567 San Nicolas Dr 106, Newport Beach, C...

Phone Number

(949) 422-7580

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Campbell Advisory Services

Campbell Advisory Services, LLC is a fee-only financial planning and investment advisory firm founded by Kelly Campbell, CFP, CPA. The firm prioritizes clients' interests by not accepting commissions or referral fees. Kelly Campbell acts as a Thinking Partner, equipping clients with the necessary tools and knowledge for informed financial decisions. They offer complimentary meetings to help clients navigate their financial future.Explore more
Popular SearchesCampbell Advisory Services LLCBankers Advisory ServicesAdvisory ServicesCampbell Advisory ServicesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Campbell Advisory Service...

<$5M
1-10
Private
-
1970
N/A
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Campbell Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Campbell Advisory Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Campbell Advisory Services.

Campbell Advisory Services Tech Stack

A closer look at the technologies used by Campbell Advisory Services

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Frequently Asked Questions Regarding Campbell Advisory Services

What is Campbell Advisory Services's official website?
Campbell Advisory Services's official website is www.campbelladvs.com
What is Campbell Advisory Services's Revenue?
Campbell Advisory Services's revenue is <$5 Million
What is Campbell Advisory Services's SIC code?
Campbell Advisory Services's SIC: 62,628
What is Campbell Advisory Services's NAICS code?
Campbell Advisory Services's NAICS: 52,523
How many employees does Campbell Advisory Services have?
Campbell Advisory Services has 1-10 employees
What industry does Campbell Advisory Services belong to?
Campbell Advisory Services is in the industry of: Finance, Securities Trading
What is Campbell Advisory Services competition?
Campbell Advisory Services top competitors include: Jgs Wealth Management, Bryant Financial Advisory, Bayntree Wealth Advisors, Stockade Wealth Management
What technology does Campbell Advisory Services use?
Some of the popular technologies that Campbell Advisory Services uses are: Microsoft 365, GoDaddy DNS, Microsoft Exchange Online
How do I contact Campbell Advisory Services?
Campbell Advisory Services contact info: Phone number: (949) 422-7580 Website: www.campbelladvs.com
What does Campbell Advisory Services do?

Campbell Advisory Services, LLC is a fee-only financial planning and investment advisory firm founded by Kelly Campbell, CFP, CPA. The firm prioritizes clients' interests by not accepting commissions or referral fees. Kelly Campbell acts as a Thinking Partner, equipping clients with the necessary tools and knowledge for informed financial decisions... . They offer complimentary meetings to help clients navigate their financial future.Read More

Is Campbell Advisory Services a public company?
Campbell Advisory Services is private company therefore does not currently have an official ticker symbol
See more information about Campbell Advisory Services

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