Deborah Campbell (CRD# 4873419) is an Investment Advisor Representative working at Avantax Advisory Services in Plymouth, MA and has over 19 years of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
CRD# 2010717
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Campbell Financial Services, Inc. | Plymouth, MA | Jul 2020 - Current | 3 |
| Team North Street Realty Trust | Plymouth, MA | Jul 2020 - Current | 3 |
| Campbell Financial Services, Inc. | Plymouth, MA | Jun 2020 - Current | 3 |
| Deborah & Kevin Campbell Schedule E On 1040 | Plymouth, MA | Nov 2019 - Current | 4 |
| Avantax Insurance Agency LLC | Plymouth, MA | Oct 2014 - Current | 9 |
| Avantax Advisory Services | Plymouth, MA | Feb 2005 - Current | 19 |
| Avantax Investment Services, Inc. | Plymouth, MA | Oct 2004 - Current | 19 |
| Deborah F. Campbell Cpa | Plymouth, MA | Sep 1999 - Oct 2020 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- MA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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