Donald CampbellCRD Number: 6026962
Current Firm: Carmel Partners
Donald Campbell (CRD# 6026962) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Carmel Management||San Francisco, CA||Feb 2001 - Current||17|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management4,305MILLIONS
Total Number of Accounts6ACCOUNTS
Average Account Value$717,449,500
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, DC, FL, HI, TX, WA