Quinn Campbell, financial advisor Cottonwood Heights UT
93 score

Quinn Campbell

CRD Number: 4528976
Current Firm: Cambridge Investment Research Advisors, Inc.

Quinn Campbell (CRD# 4528976) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cottonwood Heights, UT and has over 14 years of experience in the finance industry.

Similar Advisors
Jeffrey Zesiger, financial advisor Cottonwood Heights UT
Jeffrey D. Zesiger
CRD# 2649450
Uma Financial Services Inc.
Score
101
Similar Advisors
Brady Ririe, financial advisor Cottonwood Heights UT
Brady H. Ririe
CRD# 5747247
Morgan Stanley
Score
100
Similar Advisors
Alan Battles, financial advisor Cottonwood Heights UT
Alan R. Battles
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2016 - Current < 1
Metlife Securities Inc. Sandy, UT Aug 2015 - Mar 2016 < 1
Cambridge Investment Research, Inc. Fairfield, IA Aug 2012 - Aug 2015 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2012 - Aug 2015 3
Woodbury Financial Services, Inc. Logan, UT Nov 2009 - Aug 2012 2
Heritage Financial Group Ogden, UT May 2002 - Nov 2009 7
Minnesota Life Insurance Co St Paul, MN May 2002 - Nov 2009 7
Securian Financial Services, Inc. St Paul, MN May 2002 - Nov 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Quinn D. Campbell
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.