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Keith Edward Campbell

SMART PORTFOLIOS, LLC·LAKE FOREST PARK, Washington
Series 65Clean record12 years registeredSMART PORTFOLIOS, LLC
17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155CRD# 6274873Firm CRD# 131342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Edward Campbell · LAKE FOREST PARK, WA
Registration
CRD #6274873 · SMART PORTFOLIOS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

SMART PORTFOLIOS, LLC
Mar 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 27, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SMART PORTFOLIOS, LLC
CRD 131342 · SEC 801-67772
AUM
$188M
Regulatory assets under management
Employees
6
464 client accounts
Services offered by SMART PORTFOLIOS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SMART PORTFOLIOS, LLC →
Introduction

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Frequently Asked Questions

What services does Keith Edward Campbell offer?
Keith Edward Campbell specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE FOREST PARK, Washington for a consultation.
What are Keith Edward Campbell's credentials?
Keith Edward Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Edward Campbell located?
Keith Edward Campbell is based in LAKE FOREST PARK, Washington, working with SMART PORTFOLIOS, LLC. Their office serves clients in the LAKE FOREST PARK metropolitan area and surrounding communities.
How does Keith Edward Campbell charge for services?
Keith Edward 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 SMART PORTFOLIOS, LLC?
SMART PORTFOLIOS, LLC has approximately 6 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMART PORTFOLIOS, LLC

Bryce Arnevick James
LAKE FOREST PARK, WA

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