LPL FINANCIAL-JIMMY CAMPBELL

About Us

Investment Services:

Educational IRA (College 529), Traditional IRA (pre-tax dollars), Roth IRA (after-tax dollars), SEP IRA/Simple IRA/401(k) (employer sponsored plans for solopreneurs as well as employers and employees), Fixed Annuity, Variable Annuity, Mutual Funds,

Assist with reclaiming old 401(k) accounts which were left behind with previous employers via rollovers and transfers of those funds into new retirement accounts where we can work together managing and investing your savings.


Insurance Services:

Disability Income Insurance, Life Insurance (Term, Permanent, Whole Life, IUL, VUL, Key Employee), Long-Term-Care Insurance