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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Wayne Campbell is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Keith Campbell's professional experience spans over 30 years in the financial services industry. Keith Campbell has held various positions at multiple firms, including Securian Financial Services, Inc., Protected Investors of America, and Investors Resources Group, Inc. Keith Campbell has a strong track record of providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Keith Campbell has expertise in several areas, including municipal securities, options, and equity trading. Keith Campbell is currently registered with Raymond James Financial Services Advisors, Inc. in California and Florida.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
05/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
CA
10/28/2011 - 05/31/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
06/22/2009 - 11/24/2009
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
CA
04/25/2007 - 06/08/2009
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
CA
09/21/2005 - 08/23/2006
INVESTORS RESOURCES GROUP, INC. (VACAVILLE CA)
TX
03/02/2005 - 09/07/2005
SIGNAL SECURITIES, INC. (FORT WORTH TX)
NY
03/26/2004 - 05/25/2004
ROBERTS & RYAN INVESTMENTS INC. (NEW YORK NY)
CA
09/12/2002 - 01/05/2004
INVESTORS RESOURCES GROUP, INC. (VACAVILLE CA)
CA
02/06/1995 - 08/27/2002
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
03/09/1995 - 09/06/1996
INTERNATIONAL SECURITIES GROUP, INC. (SAN DIEGO CA)
SC
10/26/1993 - 02/17/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
10/24/1989 - 10/15/1993
VANGUARD CAPITAL (DEL MAR CA)
NA
05/25/1988 - 09/21/1989
BLISS SECURITIES, INC.
BC
Issued 04/21/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/1992
Series 4 - Registered Options Principal Examination
BC
Issued 02/06/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/15/1988
Series 24 - General Securities Principal Examination
BC
Issued 05/31/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 05/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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