Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Campbell is a financial advisor registered with Dimensional Fund Advisors LP. David has over 20 years of experience in the financial services industry. David's professional experience includes time at 401(K) Investment Services, Inc., Firstar Investment Services, Inc., Associated Investment Services, Inc., and Brokers Transaction Services, Inc. David is licensed to provide financial services in all 50 states. David holds the Series 7, Series 6, Series 63 and Series 65 licenses. David also holds the Certified Financial Planner designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/23/2013 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
TX
06/12/2000 - 12/31/2008
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
NJ
03/27/1997 - 09/24/1997
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
WI
09/09/1996 - 03/06/1997
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
TX
09/12/1995 - 02/28/1996
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
IA
Issued 01/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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