Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Campbell is a financial advisor registered with B. Riley Wealth Advisors, Inc. Robert has over 28 years of experience in the financial services industry. Robert specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Robert holds the Series 7, 63, and 65 licenses. Robert is also a registered Investment Advisor in Pennsylvania and Texas.
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.
1
2
PA
10/21/2021 - Present
B. Riley Wealth Advisors, Inc. (Malvern PA)
MO
10/01/1999 - 02/10/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
04/20/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
11/27/1992 - 04/22/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
08/18/1987 - 12/02/1992
ALEX. BROWN & SONS INCORPORATED
NA
02/05/1985 - 08/22/1987
BUTCHER & SINGER INC.
NA
09/22/1983 - 02/04/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 10/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Campbell is the right advisor for you? Invested Better is here to help.
