Gerard Campion, financial advisor Branford CT
93 score

Gerard Campion

CRD Number: 1034996
Current Firm: Cetera Advisor Networks LLC

Gerard Campion (CRD# 1034996) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Branford, CT and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 3
Campion Financial, LLC Branford, CT Oct 2011 - Current 5
Travelers Hamden, CT Aug 1987 - Current 29
Tower Square Securities, Inc. Branford, CT Mar 1996 - Aug 2013 17
Richard W. Squeri Agency, Inc. Brnaford, CT Feb 1984 - Oct 2011 27
R.w. Squeri Agency Inc. Branford, CT Jan 1984 - Oct 2011 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Gerard R. Campion
Phone Number: 310-326-3100
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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