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Marcel Campos

Ashton Thomas Private Wealth

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About Marcel Campos

Marcel Campos is an investment advisor representative with Ashton Thomas Private Wealth, registered in Texas. Marcel has been in the industry since January 2014 and has held licenses with both Wells Fargo Advisors Financial Network, LLC and Ashton Thomas Private Wealth. Marcel holds the Series 7 and Series 66 licenses. In addition to his role at Ashton Thomas Private Wealth, Marcel has involvement in multiple real estate entities, including B&C Properties, LLC, and Campos Family Properties, LLC. Marcel is also a Registered Investment Advisor representative.

Firm Information

Marcel Campos is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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variable product model design and maintenance

Variable product model design and maintenance

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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percentage of assets

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

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Marcel Campos’s Registration & Firm History

TX

05/28/2024 - Present

Ashton Thomas Private Wealth (MIDLAND TX)

TX

01/31/2014 - 06/07/2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MIDLAND TX)

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Licenses & Designations

BOTH

Issued 06/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marcel Campos.
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