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Charles Mel Campbell

Advisor at LPL Financial — Stillwater, OK S West St

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Stillwater, OK 74074

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,420 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Charles Campbell is a financial advisor with LPL Financial in Stillwater, Oklahoma. He holds the Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation for 11 years. Outside of his advisory role, he is involved in mortgage and real estate services through part ownership of 33 Steps, LLC, serves as a trustee for a living trust, and hosts a talk show focused on Oklahoma football. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management approaches.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Stillwater, OK S West St

602 S West St Ste C

Stillwater OK 74074

Advisors at this office

2

Most active in

Oklahoma · Texas

Work history

29 years of industry experience

LPL Financial

2017 - Present • 9 years

Stillwater, OK

National Planning Corporation

2006 - 2017 • 11 years

Stillwater, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bob B

CFP®, Series 63, Series 65

Stillwater, OK

Bollinger Financial Advisory, Inc.

Bob Bollinger is a CERTIFIED FINANCIAL PLANNER™ with 41 years of industry experience. He has been the principal of Bollinger Financial Advisory, Inc. since 1997 and has been associated with LPL Financial, LLC since 1994. Bollinger Financial Advisory, Inc. provides project-based financial planning and consulting services to individuals, including high net worth clients, as well as trusts and estates. The firm delivers advice at the fund or strategy level without managing client accounts or holding custody of assets, and engagements typically conclude with a written financial plan or consulting report rather than ongoing investment management.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Life insurance needs analysis
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Cody M

CFP®, Series 65, Series 63

Stillwater, OK

Stillwater Financial

Cody Murray is a CFP® professional with nine years of industry experience, currently operating as the sole advisor at Stillwater Financial. His prior roles include positions at Bivin & Associates, Aquire Wealth Advisors, Ward Wealth Management Services, and Farmers Financial Solutions. Stillwater Financial is an independent advisory practice managing approximately $34 million for around 42 clients, primarily individuals and high-net-worth households. The firm offers individualized portfolio management and comprehensive financial planning, with an investment approach rooted in Modern Portfolio Theory and passive portfolio construction, alongside fundamental analysis. The firm also provides retirement plan services to employer sponsors and participant-directed accounts, maintaining a fiduciary role in plan advisory.

Business ownership considerations Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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John C

Series 63, Series 66

Perry, OK

Acrylic Financial, Inc.

John Cox is a financial advisor with Acrylic Financial, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His work history includes roles at Stagner Financial Advisory, Legacy Advance Solutions LLC, Private Client Services LLC, and Brooklight Place Securities, Inc. Outside of advisory services, he is involved with JMC Agency, an insurance sales business, and participates in hay production and sharecropping through J&s Farms. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a tailored approach combining asset-allocation frameworks with active momentum and technical analysis, offering both discretionary and non-discretionary management alongside access to third-party managers and alternative investments.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
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Ray S

ChFC®, Series 63, Series 65

Stillwater, OK

TFB Advisors, LLC

Ray Smith Jr. is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been associated with Ameritas entities since 1974. He also owns and operates Ray Smith Wealth Management and Tax Favored Benefits, both established in 2016. Smith is a local affiliate member of NAIFA. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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Garrett M

Series 66

Perry, OK

Merit Financial Advisors

Garrett Morris is a financial advisor at Merit Financial Advisors with five years of industry experience. He previously worked at Exchange Bank and Trust Company for ten years and held roles at LPL Financial LLC and PKS Investments. Outside of his advisory work, Morris serves as the music director at Stillwater Bible Church. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed models and offers a range of wealth management services including financial planning, retirement advice, and educational programs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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David C

ChFC®, Series 63, Series 65

Perkins, OK

Hornor, Townsend & kent, LLC

David Chaney is a ChFC® with 35 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. He has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent Inc since 2012. Outside of his advisory role, Chaney owns and operates several life insurance brokerages, including Legacy and Succession and Legacy Planning Service. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Business succession planning Wealth management
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