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William Wei Huang

Campbell Financial Services, LLC

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About William Wei Huang

William Wei Huang is a financial professional with over six years of experience in the industry. He is currently registered with Campbell Financial Services, LLC and holds a Series 3, Series 7, and Series 63 license. Previously, William held roles at FRED ALGER & COMPANY, LLC, GUGGENHEIM FUNDS DISTRIBUTORS, LLC, and GOLDMAN, SACHS & CO. William has a broad range of experience in the financial services industry and is committed to providing personalized advice and guidance to his clients.

Firm Information

William Huang is currently registered with Campbell Financial Services, LLC. Campbell Financial Services, LLC is a Limited Liability Company formed on March 18, 1997. They are registered with the SEC and in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

11

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.

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William Huang’s Registration & Firm History

MD

07/15/2022 - Present

Campbell Financial Services, LLC (BALTIMORE MD)

NY

05/13/2020 - 07/05/2022

FRED ALGER & COMPANY, LLC (NEW YORK NY)

NY

06/28/2017 - 05/12/2020

GUGGENHEIM FUNDS DISTRIBUTORS, LLC (NEW YORK NY)

NY

07/02/2016 - 03/24/2017

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/02/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2022

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Wei Huang.
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