Veronica Campanella, financial advisor La Jolla CA

Veronica Campanella

CRD Number: 6748389
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Veronica Campanella (CRD# 6748389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. La Jolla, CA Apr 2020 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla, CA Feb 2020 - Current < 1
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
Avenue Z Graphics Chicago, IL Jul 2012 - Mar 2013 < 1
Santa Barbara Bank & Trust Santa Barbara, CA Aug 2010 - Jul 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Veronica M. Campanella
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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