Andrew Campbell, financial advisor Grand Rapids MI
90 score

Andrew Campbell

CRD Number: 5976630
Current Firm: Charles Schwab & Company, Inc.

Andrew Campbell (CRD# 5976630) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Grand Rapids, MI and has over 6 years of experience in the finance industry.

Similar Advisors
Christopher Carlson, financial advisor Grand Rapids MI
Christopher S. Carlson
CRD# 3185250
Edward Jones
Score
101
Similar Advisors
Robert Gabridge, financial advisor Grand Rapids MI
Robert J. Gabridge
CRD# 5051596
Gabridge & Company Financial Advisors, LLC
Score
101
Similar Advisors
Bradley Maclachlan, financial advisor Grand Rapids MI
Bradley R. Maclachlan
CRD# 5902736
Robert W. Baird & Company Incorporated
Score
101
Company Name Location Dates Years
Charles Schwab & Company, Inc. Grand Rapids, MI Oct 2014 - Current 3
Charles Schwab Bank Grand Rapids, MI Oct 2014 - Current 3
Pnc Bank Louisville, KY Aug 2013 - Oct 2014 1
Pnc Investments Pittsburgh, PA Aug 2013 - Oct 2014 1
Fidelity Investments Covington, KY Aug 2011 - Aug 2013 2
Self-employed Columbus, OH May 2011 - Jul 2011 < 1
Capital Law School Columbus, OH Aug 2010 - May 2011 < 1
Northern Kentucky University Louisville, KY Aug 2006 - May 2011 4
Pnc Bank Florence, KY Jun 2008 - Aug 2010 2
Northern Kentucky University Highland Heights, KY Jan 2009 - Jan 2010 1
Sears Holdings Cincinnati, OH Sep 2007 - Sep 2008 1
Northern Kentucky University Highland Heights, KY Aug 2007 - May 2008 < 1
Six Flags Kentucky Kingdom Louisville, KY Apr 2004 - Oct 2007 3
Target Florence, KY Oct 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Andrew T. Campbell
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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
90
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.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.