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Michael Sean Campbell

Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. LPL Financial LLCMay 2022 to now
  2. Cuna Brokerage Services, IncNov 2016 to now
  3. Cuna Mutual GroupNov 2016 to now
  4. Stifel, Nicolaus & Company, IncorporatedJul 2015 to Nov 2016
  5. Sterne Agee Investment Advisors, Inc.Dec 2011 to Nov 2016
  6. Sterne, Agee & Leach, Inc.Dec 2011 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (SC).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2206537
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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