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Craig Campbell

Ashton Thomas Private Wealth

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About Craig Campbell

Craig Campbell is a financial advisor with Ashton Thomas Private Wealth, located in Scottsdale, Arizona. Craig Campbell has over 30 years of experience in the financial services industry. Craig Campbell is a registered Investment Advisor Representative in Texas. Craig Campbell previously worked with Wells Fargo Advisors Financial Network, LLC in Midland, Texas, Merrill Lynch, Pierce, Fenner & Smith Incorporated in Midland, Texas, and Prudential-Bache Securities Inc. Craig Campbell is a Series 65 and Series 63 licensed advisor, and holds the Series 3, Series 5, Series 7, Series 8, Series 9, Series 10, and SIE licenses. Craig Campbell has specializations in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Craig Campbell is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Campbell’s Registration & Firm History

AZ

05/28/2024 - Present

Ashton Thomas Private Wealth (SCOTTSDALE AZ)

TX

10/01/2010 - 06/07/2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MIDLAND TX)

TX

09/02/1987 - 10/05/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDLAND TX)

NA

05/17/1984 - 09/16/1987

PRUDENTIAL-BACHE SECURITIES INC.

NA

06/17/1981 - 05/29/1984

E. F. HUTTON & COMPANY INC

NA

09/26/1978 - 08/04/1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

06/01/1978 - 09/26/1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

IA

Issued 02/12/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/22/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1984

Series 3 - National Commodity Futures Examination

BC

Issued 10/06/1981

Series 5 - Interest Rate Options Examination

BC

Issued 05/20/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Campbell.
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