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Kevin C

Series 65

Poulsbo, WA

Raymond James Financial

Kevin Campbell is a Series 65 licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Poulsbo, WA, bringing 10 years of industry experience. He previously worked at USA Financial Securities, Change Path LLC, LifePro Asset Management, and has been associated with Peaks Financial since 2009. Campbell is also an insurance agent with CP Autority, LLC, providing fixed insurance and annuity solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical modeling and supports a wide advisor network with specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joshua S

Series 65

Poulsbo, WA

Raymond James Financial

Joshua Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 65 designation and began his advisory career in 2026. Prior to joining the firm, he has experience in education and community roles, including positions at Gonzaga University and local schools in Poulsbo, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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