QUALIFIED PLAN ADVISORY, LLC
CRD #135324 SEC #801-66437 COSTA MESA, CA 714-486-4544
SEC Registered
Total AUM
$65M
Discretionary
$0
Employees
1
Clients
--
Accounts
22
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CCO | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, DAVID, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 13, 2012 REGISTERED
Notice Filings (1)
CA
Address
1525 MESA VERDE DRIVE EASTSUITE 224
COSTA MESA, CA 92626
United States
Phone: 714-486-4544