Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Christopher Campbell is a financial advisor registered with the state of California. Connor is currently employed with CLG LLC dba CLG Wealth Management in Long Beach, California. Connor's previous employment includes positions at PKS Investments, CETERA INVESTMENT ADVISERS LLC, and CETERA ADVISOR NETWORKS LLC. Connor has a Series 7 and Series 66 license. Connor specializes in financial planning, pension consulting, and portfolio management. Connor's firm, CLG LLC, manages over $953 million in assets for a variety of clients, including high-net-worth individuals, charitable organizations, and corporations. Connor has a background in golf and worked for Loyola Marymount University and Loyola Marymount University Golf Summer Camp before starting a career in finance.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Recurring fee
1
2
CA
01/26/2017 - Present
CLG LLC (LONG BEACH CA)
CA
01/02/2024 - 07/25/2024
PURSHE KAPLAN STERLING INVESTMENTS (Long Beach CA)
CA
08/17/2016 - 12/31/2023
CETERA ADVISOR NETWORKS LLC (LONG BEACH CA)
BOTH
Issued 10/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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