Daniel CampbellCRD 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Ira Wealth Management
|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|
Total Assets Under Management1,856MILLIONS
Total Number of Accounts9,804ACCOUNTS
Average Account Value$189,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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