Maxwell James Campbell
Investment adviser representative at Beacon Pointe Advisors, LLC
11 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Beacon Pointe Advisors, LLCNov 2025 to now
- Voyager Wealth ManagementAug 2025 to Nov 2025
- UnemploymentJul 2025 to Aug 2025
- Lucida Tax & Accounting SolutionsOct 2023 to Jun 2025
- Lucida/sitzberger & Company CpaSep 2021 to Oct 2023
- CarharttJun 2019 to Dec 2022
- Catering By MichaelsMay 2019 to May 2021
- Carrol UniversitySep 2018 to May 2022
- Carroll UniversitySep 2018 to May 2021
- Wildwood Park DistrictMay 2018 to Jun 2020
- Best BuyOct 2017 to Oct 2018
- Grayslake Central High SchoolSep 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 8183731
- Firm CRD
- 119290