Marc Campbell, financial advisor Santa Monica CA

Marc Campbell

CRD Number: 5789364
Current Firm: Five Oceans Advisors

Marc Campbell (CRD# 5789364) is an Investment Advisor Representative working at Five Oceans Advisors in Santa Monica, CA and has over 10 years of experience in the finance industry. Marc 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.

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Professional Designations
Company Name Location Dates Years
Five Oceans Advisors LLC Santa Monica, CA Mar 2020 - Current 1
Tci Wealth Advisors, Inc. Santa Monica, CA Jan 2014 - Current 7
Dimensional Fund Advisors LP Santa Monica, CA Mar 2010 - Jan 2014 3
Dimensional Fund Advisors Santa Monica, CA Mar 2010 - Nov 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2010
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Marc Campbell
Phone Number: (310) 507-9180
Registered State(s):
  • CA
Current Firm Details
Five Oceans Advisors
Firm's CRD Number: 308377
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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