Unclaimed
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.
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.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
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2
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.
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
Active
Inactive
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