Unclaimed
Peter Reed Campbell is a registered investment advisor representative with Fisher Investments, headquartered in Plano, Texas. Peter is also registered in Washington and Texas. Peter has been with Fisher Investments since 2008, previously working with Fidelity Brokerage Services LLC in Salt Lake City, Utah. Peter holds Series 7 and Series 66 securities licenses. Peter's areas of specialization include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments provides portfolio management services to individual, high net worth individuals, corporations, insurance companies, investment companies, pooled investment vehicles, charitable organizations, pension and profit sharing plans, and state and municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
07/31/2008 - Present
Fisher Investments (CAMAS WA)
UT
06/06/2005 - 07/03/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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