William CampbellCRD Number: 1072279
Current Firm: Slayton Lewis Inc.
William Campbell (CRD# 1072279) is an Investment Advisor Representative working at Slayton Lewis Inc. in Salt Lake City, UT and has over 25 years of experience in the finance industry. William Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Slayton Lewis Inc.||Salt Lake City, UT||Dec 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 1992|
Total Assets Under Management168MILLIONS
Total Number of Accounts276ACCOUNTS
Average Account Value$606,884
- 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
- Pension consulting services
CA, FL, IL, TX, UT