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Thomas Randolph Campbell

Advisor at Kestra Advisory — Auburn, AL

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Auburn, AL

Kestra Advisory logo

Kestra Advisory

Enterprise

Total advisors

1,445

Across 539 offices

Clients per advisor

80 High

Avg AUM per client

$618,892 High

HNW client ratio

23% High

About

Thomas Campbell is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Campbell Wealth Management LLC since 2009. Campbell serves as a director of the Crippled Childrens Foundation, a community and charitable organization. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages nearly $80 billion in assets and serves large institutional investors, including sovereign wealth funds.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

See office

Auburn, AL

Auburn AL

Advisors at this office

2

Most active in

Alabama

Work history

33 years of industry experience

Kestra Advisory

2016 - Present • 10 years

Birmingham, AL

Kestra Investment Services, LLc

2005 - Present • 21 years

Birmingham, AL

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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Hense E

Series 66

Auburn, AL

Retirement Plans, LLC

Hense Ellis is a financial advisor at Retirement Plans, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Foundations Investment Advisors LLC and Insight Investments. Outside of his advisory role, he is the managing member of Gilmer Hills Holdings, LLC, a non-investment related business. Retirement Plans, LLC serves individual investors and small businesses with retirement-focused financial planning and investment management. The firm emphasizes a risk-controlled, diversified asset allocation using ETFs and considers market cycles and valuations, typically operating on a non-discretionary basis with a focus on client education and written communications.

General retirement planning Retirement income strategy Income planning
user avatar

Logan Y

Series 65

Auburn, AL

Aston Sandel

Logan Youngblood is a financial advisor at Aston Sandel with a Series 65 credential and no prior industry experience. Before joining the advisory field, he worked at L3Harris Technologies and was involved with the Association for Computing Machinery at Auburn University. He is also the managing member of an insurance agency that provides property and casualty products. Aston Sandel offers discretionary portfolio management primarily for individuals, including high-net-worth clients, and businesses, tailoring portfolios based on each client's financial situation and goals. The firm emphasizes a long-term growth approach using macroeconomic, fundamental, and technical research to construct diversified portfolios and reviews client accounts quarterly.

Wealth management
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Timothy A

Series 66

Opelika, AL

AJA Financial LLC

Timothy Aja is the principal of Aja Financial LLC, an independent advisory firm based in Opelika, Alabama. He holds a Series 66 designation and has eight years of industry experience. Prior to founding Aja Financial, he worked at several firms including Arbor Point Advisors and Securities America. He is also an officer in the U.S. Navy Selected Reserves. Aja Financial provides discretionary investment management and comprehensive financial planning for individuals, high-net-worth clients, and other advisers. The firm employs a Modern Portfolio Theory-based approach, primarily utilizing passive mutual funds and ETFs, with cyclical analysis as its main investment method.

General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
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Laurel B

Series 66

Opelika, AL

Insignia Wealth Advisory

Laurel Buckalew is a financial advisor with Insignia Wealth Advisory in Opelika, AL, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Edward Jones. She is a partial owner of Piedmont Fertilizer Company. Insignia Wealth Advisory provides wealth management services to individuals, charitable organizations, and corporate clients, offering both investment management and financial planning. The firm employs a combination of passive and active strategies, including fundamental and technical analysis, and serves a client base that includes institutional accounts with primarily non-discretionary asset management.

ESG / Sustainable investing Private / alternative investments
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A. L

Series 63, Series 65

Auburn, AL

Lipscomb Investment Group, LLC

A. Lipscomb is a financial advisor with Lipscomb Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Lipscomb Investment Group since 2015 and previously worked at Cork Tree Wealth Partners, LLC. Outside of his advisory role, he has a minority interest and management responsibilities in a family partnership involved in the commercial and residential rental business. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing diverse portfolio construction methods and providing access to private investment opportunities for qualified investors.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Thomas M

Series 65

Auburn, AL

Lipscomb Investment Group, LLC

Thomas Meagher is a financial advisor with Lipscomb Investment Group, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Lipscomb Investment Group since 2021 and has prior experience at Cork Tree Wealth Partners, LLC and Lipscomb Wealth Partners, LLC. Before entering the financial advisory field, he spent eight years at Pharmavite LLC. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, pension consulting, and access to private investment opportunities. The firm customizes advice based on client suitability and employs various portfolio construction methods, regularly monitors accounts, and sponsors a wrap fee program.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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