linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter James Campbell

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter James Campbell

Peter Campbell is a financial advisor with Charles Schwab & CO., Inc. located in Lone Tree, Colorado. Peter has been in the financial services industry since 2001. Peter has a variety of experience in the financial industry having worked with LPL Financial LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., AIG FINANCIAL ADVISORS, INC., SPELMAN & CO., INC., SUNAMERICA SECURITIES, INC., and SENTRA SECURITIES CORPORATION.

Firm Information

Peter Campbell is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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.

check

fixed fees

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

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Campbell’s Registration & Firm History

CO

04/13/2016 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CA

03/21/2007 - 04/05/2016

LPL FINANCIAL LLC (SAN DIEGO CA)

MA

09/21/2006 - 02/14/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

AZ

10/31/2005 - 03/28/2006

AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)

AZ

01/10/2005 - 12/08/2005

SPELMAN & CO., INC. (PHOENIX AZ)

AZ

06/07/2004 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

AZ

06/07/2004 - 12/31/2004

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

AZ

08/22/2000 - 12/31/2004

SPELMAN & CO., INC. (PHOENIX AZ)

Not sure if Peter James Campbell is right for you?

Licenses & Designations

BC

Issued 10/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Peter James Campbell.
Not sure if Peter James Campbell is right for you?