Edward Campbell (CRD# 5126057) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in West Chester, PA and has over 17 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Jan 2021 - Current | 3 |
| Triad Hybrid Solutions | Norcross, GA | Jan 2021 - Current | 3 |
| East Coast Advisory | West Chester, PA | Jun 2014 - Current | 9 |
| Commonwealth Financial Network | Waltham, MA | Oct 2019 - Jan 2021 | 1 |
| Legacy Planning Partners | Plymouth Meeting, PA | Sep 2016 - Jan 2021 | 4 |
| Minnesota Life | St. Paul, MN | Sep 2016 - Sep 2019 | 3 |
| Securian Financial Services Inc. | St. Paul, MN | Sep 2016 - Sep 2019 | 3 |
| National Life | Media, PA | Sep 2010 - Sep 2016 | 6 |
| Equity Services, Inc. | Montpelier, VT | Sep 2010 - Sep 2016 | 6 |
| Union Benefits Group | King Of Prussia, PA | Jan 2008 - Jun 2014 | 6 |
| Edward L. Campbell & Associates, Inc. | King Of Prussia, PA | Jan 2006 - Jun 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- DE
- DC
- FL
- MD
- MO
- NJ
- PA
- SC
- VA
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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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