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William Ward edward Campbell

Cognitiant Registered Investment Advisors

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About William Ward edward Campbell

William Ward edward Campbell is a registered investment advisor representative with Cognitiant Registered Investment Advisors. William is a licensed investment advisor in Oregon, and has worked in the financial industry since 1997. William has a variety of experience with different financial products and services including insurance and financial planning.

Firm Information

William Campbell is currently registered with Cognitiant Registered Investment Advisors. Cognitiant Registered Investment Advisors is a Registered Investment Advisor with 1 licensed agent and 1 investment advisor representative. The firm manages $26,000,000 in assets for 45 clients, all of which are individuals other than high-net-worth individuals. Cognitiant offers a variety of services, including financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses.

$26.00M

Assets Under Management

45

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Campbell’s Registration & Firm History

OR

11/15/2024 - Present

Cognitiant Registered Investment Advisors (west linn OR)

AZ

04/06/1999 - 01/11/2005

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MN

09/03/1997 - 04/02/1999

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

OR

07/03/1997 - 09/03/1997

U.S. BANCORP SECURITIES (PORTLAND OR)

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Licenses & Designations

IA

Issued 05/02/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/02/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Ward edward Campbell.
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