# QUALIFIED PLAN ADVISORY, LLC

> FINRA firm 135324 · ACTIVE · SANTA ANA, CA

## Key facts

- **FINRA firm ID:** 135324
- **Firm name:** QUALIFIED PLAN ADVISORY, LLC
- **Other names:** 401(K) GROUP, SR PORTFOLIO MANAGEMENT, QUALIFIED PLAN ADVISORY, LLC, CAMPBELL, DAVID SCOTT, 401(K) GROUP, LLC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-66437
- **Branches:** 2
- **Has disclosure events:** No
- **Headquarters:** SANTA ANA, CA, 92703, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/135324

## Citation

> FINRA BrokerCheck, firm 135324 (QUALIFIED PLAN ADVISORY, LLC). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/135324.

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