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Campbell Morgan Huber

2 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$292K average
Assets Under Management
$871.4M

Fee Structure

Minimum Investment:$25K
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Location

3711 S Mopac Expy, Suite 150, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Campbell works as an Insurance Representative at Financial Independence Group, helping clients select insurance policies. This takes about half of Campbell's time and occurs during trading hours.

Employment History
Current Registrations
49 Financial
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Oakwood Capital Securities, INC.Broker
July 2024 - December 2024 · 5 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2023 - January 2024 · 8 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.