Unclaimed
Scott Michael Campbell is a financial advisor with over 30 years of experience in the industry. Scott has a Series 7, Series 63, and Series 66 license, along with the Securities Industry Essentials (SIE) certification. Scott is currently registered with LPL Financial LLC and holds the following licenses: Registered Representative and Investment Advisor Representative. Scott previously worked with Murphey Favre, Inc., GNA Securities, Inc., Pacific First Securities, Ltd., and Paulson Investment Company, Inc.. Scott has a strong commitment to providing his clients with personalized financial advice and guidance. Scott specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Scott is also involved in educational seminars. Scott has a deep understanding of the financial markets and is committed to helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
06/17/2016 - Present
LPL Financial LLC (SALEM OR)
CA
04/06/1993 - 12/10/1996
MURPHEY FAVRE, INC. (IRVINE CA)
VA
02/01/1991 - 04/20/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
06/13/1989 - 02/04/1991
PACIFIC FIRST SECURITIES, LTD.
OR
09/29/1986 - 06/21/1989
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
BOTH
Issued 12/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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