Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Campbell is a financial advisor with LPL Financial LLC. William has been in the industry since 2001 and is licensed in a number of states, including Tennessee, Texas, and Florida. William specializes in providing financial planning and portfolio management services to individuals and families. William has extensive experience in the financial services industry, and is committed to helping clients achieve 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.
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2
TN
03/31/2021 - Present
LPL Financial LLC (BRISTOL TN)
TN
03/25/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (KINGSPORT TN)
TN
05/11/2004 - 03/22/2011
UVEST FINANCIAL SERVICES GROUP, INC. (KINGSPORT TN)
MO
07/29/2002 - 03/30/2004
EDWARD JONES (ST. LOUIS MO)
AL
01/18/2002 - 06/14/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
03/03/1999 - 12/31/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 09/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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