Collin Campbell, financial advisor Lynnwood WA

Collin Campbell

CRD Number: 7635113
Current Firm: Fidelity Personal And Workplace Advisors

Collin Campbell (CRD# 7635113) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lynnwood, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Lynnwood, WA Sep 2022 - Current 1
Unemployed Kirkland, WA Nov 2021 - Sep 2022 < 1
Bevmo! Bellevue, WA Jun 2021 - Nov 2021 < 1
Bullfrog/mulberry Max Wine & Spirits Fort Collins, CO Jun 2020 - May 2021 < 1
Full Time Student Fort Collins, CO Sep 2019 - Jun 2020 < 1
The Home Depot Fort Collins, CO May 2019 - Sep 2019 < 1
Full Time Student Fort Collins, CO Aug 2018 - May 2019 < 1
Overlake Golf & Country Club Medina, WA May 2018 - Aug 2018 < 1
Full Time High School Student Bellevue, WA Aug 2017 - May 2018 < 1
Qfc Clyde Hill, WA Jun 2017 - Aug 2017 < 1
Full Time High School Student Bellevue, WA Aug 2016 - Jun 2017 < 1
Postal Express Kirkland, WA Jun 2016 - Aug 2016 < 1
Full Time High School Student Bellevue, WA Aug 2015 - Jun 2016 < 1
Postal Express Kirkland, WA Jun 2015 - Aug 2015 < 1
Unemployed/student Bellevue, WA Oct 2012 - Jun 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2023
Contact Info for Collin E. Campbell
Phone Number: 617-563-7000
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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, VT, WA, WI, WV, WY

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