linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Warner Campbell

Weild & Co.

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

About Robert Warner Campbell

Robert Campbell is a financial advisor with Weild & Co. in Boulder, Colorado. Robert has been in the securities industry since June 18, 1990, and has a wide range of experience, working with a variety of clients. Robert holds Series 7, 63, 79TO, 82TO, 99TO and SIE licenses and is registered in California, Colorado and Florida. Robert previously worked at BOUSTEAD SECURITIES, LLC, NOBLE FINANCIAL CAPITAL MARKETS, B. RILEY & CO., LLC, L.H. FRIEND, WEINRESS, FRANKSON & PRESSON, LLC and THE SEIDLER COMPANIES INCORPORATED.

Firm Information

Robert Campbell is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

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.

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.

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.

Robert Campbell’s Registration & Firm History

CO

08/05/2019 - Present

Weild & Co. (BOULDER CO)

CA

05/04/2016 - 07/12/2019

BOUSTEAD SECURITIES, LLC (Irvine CA)

CA

09/06/2011 - 03/29/2016

NOBLE FINANCIAL CAPITAL MARKETS (LOS ANGELES CA)

CA

07/28/2003 - 09/06/2011

B. RILEY & CO., LLC (NEWPORT BEACH CA)

CA

03/31/2000 - 10/30/2003

L.H. FRIEND, WEINRESS, FRANKSON & PRESSON, LLC (IRVINE CA)

CA

12/01/1983 - 11/08/1993

THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)

Not sure if Robert Warner Campbell is right for you?

Licenses & Designations

BC

Issued 08/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Warner Campbell. Review regulatory record here.
Not sure if Robert Warner Campbell is right for you?