Daniel Campbell, financial advisor Fullerton CA

Daniel Campbell

CRD Number: 5955578
Current Firm: The Ameriflex Group

Daniel Campbell (CRD# 5955578) is an Investment Advisor Representative working at The Ameriflex Group in Fullerton, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Fullerton, CA Sep 2023 - Current < 1
Sagepoint Financial, Inc. Huntington Beach, CA Feb 2021 - Current 3
The Ameriflex Group Huntington Beach, CA Feb 2021 - Current 3
Independent Financial Group Orange, CA May 2015 - Feb 2021 5
Bank Of America, N.a. Huntington Beach, CA Apr 2012 - May 2015 3
Merrill Lynch, Pierce, Fenner &amp; Smith Incorporated Huntington Beach, CA Feb 2012 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Daniel S. Campbell
Phone Number: (702) 987-9730
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    3,423
    MILLIONS
  • Total Number of Accounts
    6,588
    ACCOUNTS
  • Average Account Value
    $519,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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