Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Conner Campbell is a financial advisor with Capital Client Group, Inc. located in LOS ANGELES, CA. Patrick has been in the financial services industry since 2013. Patrick is registered with the state of California. Patrick holds FINRA Series 6, 7TO, 63, and SIE licenses. Patrick previously worked at LINCOLN FINANCIAL DISTRIBUTORS, 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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
09/17/2020 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
PA
07/23/2013 - 08/24/2020
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 08/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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