Daniel Campbell, financial advisor Huntington Beach CA
90 score

Daniel Campbell

CRD Number: 5955578
Current Firm: Independent Financial Group, LLC

Daniel Campbell (CRD# 5955578) is an Investment Advisor Representative working at Independent Financial Group, LLC in Huntington Beach, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group Orange, CA May 2015 - Current 1
Bank Of America, N.a. Huntington Beach, CA Apr 2012 - May 2015 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntington Beach, CA Feb 2012 - May 2015 3
Independent Financial Group Lllc Pasadena, CA Jul 2011 - Feb 2012 < 1
Stone Insurance Services Pasadena, CA Apr 2011 - Feb 2012 < 1
Stonetapert Pasadena, CA Apr 2011 - Feb 2012 < 1
Unemployed Orange, CA Jan 2011 - Apr 2011 < 1
Sg Medien Baskets Braunschweig, Jul 2010 - Apr 2011 < 1
Unemployed Orange, CA Jun 2010 - Mar 2011 < 1
School La Mirada, CA Sep 2006 - Jun 2010 3
Biola University La Mirada, CA Sep 2006 - Jun 2010 3
Student Santa Ana, CA Sep 2003 - Sep 2006 3
Mater Dei High School Santa Ana, CA Sep 2002 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Daniel S. Campbell
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
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)
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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