Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Campbell is a financial advisor with over 29 years of experience in the industry. John has a broad range of experience, including working with individuals, businesses, and institutions. John is currently registered with Osaic Wealth, Inc. and holds Series 7, 9, 10, 63, and 65 licenses. John is also a member of the Pomona Valley Hospital Medical Center Foundation board. John has a proven track record of providing financial advice and investment management services to clients. John's approach is tailored to each client's individual needs and 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.
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.
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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
12/07/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLARMONT CA)
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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