Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Reid Campbell is a financial advisor with IHT Wealth Management LLC, working in the firm's Chicago, IL branch. William has been in the industry since 1996 and has worked for a variety of firms including Morgan Stanley, Wachovia Securities, LLC, and Merrill Lynch. William currently holds Series 63 and 65 licenses and specializes in providing financial planning, portfolio management, and pension consulting services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Financial planning fees
1
2
IL
12/10/2019 - Present
IHT Wealth Management LLC (CHICAGO IL)
MO
06/01/2009 - 04/24/2017
MORGAN STANLEY (SPRINGFIELD MO)
NV
10/05/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAS VEGAS NV)
NV
07/01/2003 - 10/10/2007
WACHOVIA SECURITIES, LLC (LAS VEGAS NV)
NY
07/02/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/09/1996 - 07/19/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
09/28/1994 - 10/28/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/28/1994 - 10/28/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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