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David Scott Campbell

QUALIFIED PLAN ADVISORY, LLC·COSTA MESA, California
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1525 MESA VERDE DRIVE EAST, COSTA MESA, CA 92626CRD# 2395643Firm CRD# 135324
01

About

David Scott Campbell is a registered financial advisor based in COSTA MESA, California, affiliated with QUALIFIED PLAN ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
QUALIFIED PLAN ADVISORY, LLC
QUALIFIED PLAN ADVISORY, LLC
AUM
$65M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at QUALIFIED PLAN ADVISORY, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2395643
Firm CRD# 135324
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Scott Campbell offer?
David Scott Campbell specializes in Investment Management, Fee-Only Advisory. Contact their office in COSTA MESA, California for a consultation.
What are David Scott Campbell's credentials?
David Scott Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Campbell located?
David Scott Campbell is based in COSTA MESA, California, working with QUALIFIED PLAN ADVISORY, LLC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.
How does David Scott Campbell charge for services?
David Scott Campbell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUALIFIED PLAN ADVISORY, LLC?
QUALIFIED PLAN ADVISORY, LLC has approximately 1 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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