Unclaimed
Gary Horine Campbell is an Investment Advisor Representative who has been in the industry since 1995. Gary has passed the Series 6, Series 63, and Series 65 exams and is currently registered with Onedigital Investment Advisors in Virginia. Gary has worked with several other firms over the years including Grove Point Investments, LLC, Mutual Service Corporation, and H. Beck, Inc. Gary has experience working with individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and state or municipal government entities. Gary offers financial planning, portfolio management, pension consulting, and selection of other advisors. Gary's expertise and experience are valuable to clients looking for investment advice.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
10/04/2022 - Present
Onedigital Investment Advisors (Alexandria VA)
VA
01/03/2001 - 10/03/2022
GROVE POINT INVESTMENTS, LLC (ALEXANDRIA VA)
MA
03/16/1995 - 12/31/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 05/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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