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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Campbell is a financial advisor with over 38 years of experience in the financial industry. He is registered in 14 states and is a Registered Representative and Investment Advisor Representative in California. Eric has a strong background in working with individuals, corporations, and trusts. Eric is currently affiliated with Mutual Advisors, LLC. Eric has a long history of working in the financial industry, having previously worked for a number of well-known firms. His primary goal is to provide personalized financial advice that helps clients achieve their financial goals.
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.
Hourly consulting
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
CA
07/01/2013 - Present
Mutual Advisors, LLC (Torrance CA)
CA
07/02/2009 - 06/06/2011
LPL FINANCIAL LLC (LOS ANGELES CA)
CA
06/05/2006 - 07/07/2009
MUTUAL SECURITIES, INC. (LOS ANGELES CA)
CA
05/25/2001 - 06/08/2006
CITIGROUP GLOBAL MARKETS INC. (ROLLING HILLS CA)
NY
10/08/1998 - 05/31/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
03/11/1996 - 09/30/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
CA
07/20/1988 - 03/11/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NA
12/10/1986 - 03/14/1988
SECURITY PACIFIC INVESTMENT FUNDS, INC.
NA
09/22/1986 - 11/13/1986
MUNICICORP OF CALIFORNIA
NA
08/12/1986 - 10/08/1986
R. H. MOULTON & CO.
NA
06/02/1986 - 08/05/1986
KENNEDY, CABOT & CO.
NA
09/19/1984 - 12/23/1985
B.O.C.L. SECURITIES CORP.
NA
06/26/1984 - 10/05/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
03/20/1984 - 07/13/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/24/1982 - 02/21/1984
MUNICICORP OF CALIFORNIA
BOTH
Issued 12/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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