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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bradley Campbell is a financial advisor with Wealth Enhancement Advisory Services, LLC, and has been in the industry since 1998. Charles Campbell holds Series 6, 7, 66 licenses and SIE certification. He has a long history of working with a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Charles Campbell also serves as an investment committee member for the Diocese of Venice Pension Plan. Charles Campbell offers financial planning, portfolio management, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
04/13/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
FL
03/18/2013 - 05/21/2015
PURSHE KAPLAN STERLING INVESTMENTS (NAPLES FL)
FL
10/01/2010 - 03/28/2013
FIRST ALLIED SECURITIES, INC. (NAPLES FL)
FL
05/15/1998 - 10/01/2010
STATE FARM VP MANAGEMENT CORP. (NAPLES FL)
BOTH
Issued 12/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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