Unclaimed
James Campbell is a financial advisor in Conway, Arkansas. James has been in the financial industry since March 2001. He currently works with Wells Fargo Advisors Financial Network, LLC. James is a registered representative with the following licenses: Series 66, Series 7, and SIE. James offers services like financial planning, portfolio management for businesses, and portfolio management for individuals. James has previously worked for Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc..
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
03/08/2019 - Present
Wells Fargo Advisors Financial Network, LLC (CONWAY AR)
AR
01/01/2008 - 03/08/2019
WELLS FARGO CLEARING SERVICES, LLC (CONWAY AR)
AR
03/13/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CONWAY AR)
BOTH
Issued 04/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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