Veronica Campanella (CRD# 6748389) is an Investment Advisor Representative working at Rockefeller Capital Management in Los Angeles, CA and has over 5 years of experience in the finance industry. Veronica Campanella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockefeller Financial LLC | La Jolla, CA | Feb 2022 - Current | 2 |
| Bank Of America, N.a. | La Jolla, CA | Apr 2020 - Feb 2022 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | La Jolla, CA | Feb 2020 - Feb 2022 | 2 |
| Unemployed | Santa Barbara, CA | Mar 2019 - Feb 2020 | < 1 |
| Bank Of America, N.a. | Santa Barbara, CA | Aug 2018 - Mar 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Barbara, CA | Jul 2018 - Mar 2019 | < 1 |
| California Lutheran University Mba | Thousand Oaks, CA | Mar 2017 - Jul 2018 | 1 |
| Srs Wealth Management Group | Baton Rouge, LA | Jan 2017 - Jan 2018 | 1 |
| Jcn Financial & Tax Advisory Group | Baton Rouge, LA | Apr 2016 - Dec 2016 | < 1 |
| Ucsb-ucla Extension | Santa Barbara, CA | Jun 2014 - Aug 2016 | 2 |
| Unemployed | Santa Barbara, CA | Nov 2015 - Jul 2016 | < 1 |
| West Coast Financial | Santa Barbara, CA | Apr 2015 - Nov 2015 | < 1 |
| Global Power Supply | Santa Barbara, CA | Mar 2013 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- CA
- TX
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Total Assets Under Management51,821MILLIONS
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Total Number of Accounts61,461ACCOUNTS
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Average Account Value$843,153
- A percentage of assets under your management
- 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)
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