Donald CampfieldCRD Number: 6130747
Current Firm: Park Avenue Securities LLC
Donald Campfield (CRD# 6130747) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Park Avenue Securities LLC||Portsmouth, NH||Oct 2015 - Current||1|
|Guardian Life Insurance Company||Portsmouth, NH||Oct 2015 - Current||1|
|Guardian Life Insurance Company||Exeter, NH||May 2013 - Sep 2015||2|
|Park Avenue Securities||Exeter, NH||May 2013 - Sep 2015||2|
|Park Avenue Securities||Wellesley, MA||Oct 2012 - May 2013||< 1|
|Guardian Life Insurance Company||Wellesley, MA||Sep 2012 - May 2013||< 1|
|Guardian Life Insurance Company||New York, NY||Mar 2004 - Sep 2012||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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