Ismael Campos, financial advisor Kennewick WA

Ismael Campos

CRD Number: 2973480
Current Firm: Osaic Wealth, Inc.

Ismael Campos (CRD# 2973480) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kennewick, WA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Kennewick, WA Jun 2022 - Current 1
Johnstonprentis Investments Kennewick, WA Jun 2022 - Current 1
Abel Gonzalez Trucking Kennewick, WA Jul 2017 - Current 6
Tu Decides Media Kennewick, WA Jan 2006 - Current 18
Lpl Financial LLC Kennewick, WA Jul 2021 - Jul 2022 1
Craig Bolling Kennewick, WA Mar 2018 - Jul 2021 3
Waddell & Reed, Inc. Kennewick, WA May 2014 - Jul 2021 7
Various Insurance Carriers For W & R Insurance Agencies Richland, WA May 2014 - Jul 2021 7
Templo Betania Pasco, WA Jan 2010 - Jul 2021 11
Expo Nw Kennewick, WA Jul 2006 - Jul 2021 15
Yakima/morelia Sister City Association Yakima, WA Jun 2012 - Nov 2018 6
Joed Ngaruiya Kennewick, WA Jan 2018 - Mar 2018 < 1
S.c.o.r.e. Kennewick, WA Nov 2013 - Oct 2017 3
Rbc Capital Markets, LLC Richland, WA Jan 2012 - May 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Ismael G. Campos
Phone Number: 800-821-5100 EXT. 5389
Firm Website: https://www.sfcorps.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, WY

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