Devin Matthew Campbell
Investment adviser representative at Lifegoal Investments, LLC
10 yearsExperience
1 stateRegistered in
$558MFirm assets
2 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lifegoal Investments, LLCMar 2026 to now
- Van Avery EnterpriseOct 2024 to Mar 2026
- Russell Sage CollegeAug 2024 to May 2025
- Fulton School DistrictOct 2023 to May 2024
- State University of New York At OswegoAug 2020 to May 2024
- Guilderland Scholl DistrictApr 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lifegoal Investments, LLC
$558MAssets managed
336Clients
6Advisers
2 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
- 8269355
- Firm CRD
- 327833