Elizabeth Campbell (CRD# 5382495) is an Investment Advisor Representative working at Commonwealth Financial Network in North Smithfield, RI and has over 14 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Feb 2023 - Current | 1 |
| Oak Leaf Wealth Management Services | North Smithfield, RI | Feb 2023 - Current | 1 |
| Commonwealth Financial Network | San Diego, CA | May 2018 - Feb 2023 | 4 |
| Boston Harbor Wealth Advisors, LLC | Acton, MA | Sep 2017 - May 2018 | < 1 |
| Raymond James Financial Services Advisors Inc. | Plainville, MA | Feb 2012 - May 2018 | 6 |
| Raymond James Financial Services,inc | Plainville, MA | Jan 2012 - May 2018 | 6 |
| Sallale Financial Strategies, Llc Rjfs | Plainville, MA | Jan 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- MA
- RI
- WY
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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