Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hilary? Claim Your ProfileHilary Robin Campbell is a financial advisor at Osaic Wealth, Inc. located in Claremont, California. Hilary has been in the financial services industry since 1992. Hilary holds the Series 7, Series 63, and Series 65 licenses and the SIE certification. Hilary has worked at several firms, including Securities America, Inc., LPL Financial LLC, Raymond James Financial Services, Inc., and Morgan Stanley Smith Barney. Hilary specializes in a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
1
2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (CLAREMONT CA)
CA
12/10/2015 - 06/14/2024
SECURITIES AMERICA, INC. (CLAREMONT CA)
CA
08/30/2012 - 12/24/2015
LPL FINANCIAL LLC (CLAREMONT CA)
CA
04/23/2010 - 09/10/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLAREMONT CA)
CA
06/01/2009 - 05/19/2010
MORGAN STANLEY SMITH BARNEY (CLARMONT CA)
CA
05/18/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLARMONT CA)
NY
01/13/2001 - 06/03/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
05/13/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
04/06/1992 - 01/17/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 07/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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