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Marc Campbell

Five Oceans Advisors

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About Marc Campbell

Marc Campbell is a Certified Financial Planner® with over 10 years of experience in the financial services industry. Marc is a Registered Investment Advisor Representative and holds both Series 7 and 63 licenses. He specializes in providing comprehensive financial planning services to individuals and families. Marc is currently employed with Five Oceans Advisors, a Registered Investment Adviser firm, and is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Marc Campbell is currently registered with Five Oceans Advisors. Five Oceans Advisors is a registered investment advisor with approximately $514 million in regulatory assets under management. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. The firm serves high-net-worth individuals and individuals other than high-net-worth.

$514.40M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marc Campbell’s Registration & Firm History

CA

04/23/2020 - Present

Five Oceans Advisors (SANTA MONICA CA)

CA

06/09/2010 - 11/29/2013

DFA SECURITIES LLC (SANTA MONICA CA)

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Licenses & Designations

IA

Issued 03/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Campbell.
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