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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Campbell is an Investment Advisor Representative with Bull Oak Capital, LLC. Peter has been in the financial services industry since 2007 and is a Certified Financial Planner. Peter is registered with the state of California and Texas. Peter specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for High Net Worth Individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/11/2022 - Present
Bull OAK Capital, LLC (RANCHO SANTA FE CA)
IA
Issued 08/11/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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