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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Campbell is a financial advisor with Centaurus Financial, Inc. He is based out of Pacific Grove, CA, and has been in the industry since 1974. Campbell has a long and varied history in the financial industry, with past roles at Financial Network Investment Corporation, Kidder, Peabody & Co. Incorporated, Donaldson, Lufkin & Jenrette Securities Corporation, Equity Engineering, Inc., and Mutual of Omaha Fund Management Company.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
CA
06/02/2011 - Present
Centaurus Financial, Inc. (PACIFIC GROVE CA)
CA
10/30/1989 - 05/07/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (PACIFIC GROVE CA)
NY
07/06/1987 - 11/16/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
07/22/1986 - 07/09/1987
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
12/05/1984 - 12/22/1986
EQUITY ENGINEERING, INC.
NA
10/01/1974 - 12/19/1986
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BC
Issued 08/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1987
PC - AMEX Put and Call Exam
BC
Issued 09/18/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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