William CampbellCRD Number: 1057294
Current Firm: Peters Wealth Advisors LLC
William Campbell (CRD# 1057294) is an Investment Advisor Representative working at Peters Wealth Advisors LLC in Baton Rouge, LA and has over 24 years of experience in the finance industry. William Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Lpl Financial LLC
Geneos Wealth Management, Inc.
|Peters Wealth Advisors LLC||Baton Rouge, LA||Jan 2014 - Current||4|
|Dominion Investor Services, Inc.||Horseshoe Bay, TX||Jan 2014 - Oct 2017||3|
|Shobe Financial Group, Inc.||Baton Rouge, LA||Jan 2012 - Dec 2013||1|
|Raymond James Financial Services Inc.||Baton Rouge, LA||Mar 2011 - Dec 2013||2|
|Shobe & Associates, Inc.||Baton Rouge, LA||Mar 2011 - Dec 2013||2|
|Manage-trak, LLC||Baton Rouge, LA||Oct 2008 - Feb 2011||2|
|Unemployed||Baton Rouge, LA||Jan 2008 - Sep 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 1993|
Total Assets Under Management250MILLIONS
Total Number of Accounts885ACCOUNTS
Average Account Value$282,337
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, MS, TN, TX, VA
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