Josiah Campbell (CRD# 7857099) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ontario, CA and has 1 year of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Transamerica Financial Advisors, Inc. | Ontario, CA | Jan 2024 - Current | < 1 |
Wfgia | Ontario, CA | May 2023 - Current | 1 |
Student | Los Angeles, CA | Sep 2022 - Current | 1 |
Associated Students Ucla | Ucla, CA | Oct 2022 - Jan 2024 | 1 |
Grace Chapel | Lancaster, CA | Feb 2021 - Jul 2023 | 2 |
Student | Lancaster, CA | Jun 2021 - Jun 2022 | 1 |
Student | Palmdale, CA | Jun 2020 - Jun 2021 | 1 |
Student | Warner Robins, GA | Aug 2009 - Jun 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2024 |
S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- CA
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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