Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Latta Campbell is a financial advisor with over 18 years of experience in the financial services industry. Edward Campbell is currently registered with Osaic Advisory Services, LLC and has previously worked with Triad Advisors LLC, Commonwealth Financial Network, Securian Financial Services, Inc., Equity Services, Inc., Financial Network Investment Corporation and Princor Financial Services Corporation. Edward Campbell holds Series 6, 7, 63 and 66 securities licenses and has passed the Securities Industry Essentials Exam (SIE). Edward Campbell's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
PA
02/04/2021 - Present
Osaic Advisory Services, LLC (West Chester PA)
PA
01/19/2021 - 08/23/2024
TRIAD ADVISORS LLC (West Chester PA)
PA
10/01/2019 - 01/20/2021
COMMONWEALTH FINANCIAL NETWORK (West Chester PA)
PA
09/15/2016 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
PA
09/10/2010 - 09/13/2016
EQUITY SERVICES, INC. (MEDIA PA)
PA
06/18/2008 - 09/03/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)
PA
06/14/2006 - 06/09/2008
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
BOTH
Issued 06/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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