Unclaimed
Gary Campbell is a registered investment advisor representative with Financial Advocates Investment Management. Gary has been in the financial services industry since 1988 and is a Series 65 and Series 63 license holder. Gary has experience with Financial Advocates Securities, LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, KEY BROKERAGE COMPANY, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, KMS FINANCIAL SERVICES, INC., PACIFIC FIRST SECURITIES, LTD., and LPL FINANCIAL, LLC. Financial Advocates Investment Management provides financial planning and consulting services to individuals, corporations, and pension and profit-sharing plans.
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.
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
WA
07/23/2010 - Present
Financial Advocates Investment Management (OLYMPIA WA)
WA
03/25/2019 - 02/20/2024
FINANCIAL ADVOCATES SECURITIES, LLC (Olympia WA)
CA
04/07/1995 - 12/17/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OH
01/07/1992 - 03/01/1995
KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)
MN
02/06/1991 - 02/26/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/06/1991 - 02/26/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
WA
08/07/1990 - 10/18/1990
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
NA
05/01/1989 - 02/17/1990
PACIFIC FIRST SECURITIES, LTD.
MN
05/21/1987 - 05/13/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 12/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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