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Professional Profile for Clint Campbell

Clint Campbell

Austin, TX, 78704

Telephone: [512] 804-2030

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My Business Philosophy

At Campbell Advisory Group, your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations for your children, travel and a second home. Our team of CFP’s specializes in highly personalized financial planning and asset management to better help you and your family meet these goals. When you are our client you will have the financial peace of mind of knowing your assets and financial future are in the hands of trustworthy experts.

I provide all of the professional services that are listed in my advertisement.

My Education

My degrees or years of college are:

• MBA - Southern Methodist University

• BBA - Texas State University

Financial Services

I hold the following financial services industry certifications or designations:

• CFP® (Certified Financial Planner)

• CRPS (Chartered Retirement Plans Specialist)

I currently hold the following active securities licenses:

• Series 7 - Sell any type of security, mutual fund, or variable annuity

• Series 24 - Supervisor for Series 6s and 7s

• Series 63 - Sell securities across state lines

• Series 65 - Act as an investment advisor for fees

My CRD or IARD number is:

• 2975938

My financial registration and fiduciary status is:

• I am not a Registered Investment Advisor

• I am an Investment Advisor Representative

• I acknowledge I am a fiduciary when I provide financial advice or services

My compliance department requires the following disclosure:

• Form ADV Part II

You can view my compliance record for financial services and products by going to www.finra.org and entering my CRD or IARD number. If no record appears, go to my state's securities commissioner website and enter the same number:

• http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

I provide the following planning services:

• Financial Planning

• Retirement Planning

• College Planning

• Charitable Planning

• Investment Strategy

• Current Plan Reviews

I provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Active

• Passive

• Risk Management

• Performance Measurement

• Tax Efficient Strategies

• Current Portfolio Reviews

I provide the following investment products:

• Mutual funds

• Exchange Traded Funds

• Securities

• Hedge funds

• Equity Real Estate

My minimum asset requirement for investment advisory or money management services is:

• $50,000

My minimum net worth requirement for planning services is:

• $250,000

My primary professional association memberships include:

• Financial Planning Association

• Society of Financial Service Professionals

Insurance Services & Products

I have the following years of insurance experience:

• 10

I hold the following insurance industry certifications or designations:

• None

I hold the following active insurance licenses:

• Life

• Annuity

• Long-Term Care

• Disability

• Health

My insurance license number for my home state is:

• TX/1267344

You can view my compliance record for insurance advice, services and products by going to the National Association of Insurance Commissioners and clicking on my state:

• http://www.naic.org/state_web_map.htm

I market the following types of insurance products:

• Life Insurance

• Annuities

• Long-term care

• Disability income

• Health

• Executive

• Business

Business Practices

My methods of compensation are:

• Asset-based fee (Percent of assets)

• Fixed fee

• Commission (Investment products)

• Commission (Insurance products)

I provide services to remote clients over the telephone and Internet

I provide the following types of information services:

• Online consumer education

• Monthly reports

• Quarterly reports

• Annual reports

• Newsletters

I generally respond to client calls or emails:

• The same business day (If call or email is received in the AM)

Certification:

I certify all of the information in this professional profile is complete, accurate, and up-to-date.

Professional: Clint Campbell

Most Recent Update: April 27, 2009

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.