Benjamin CampbellCRD Number: 3110892
Current Firm: Strategic Advisers, Inc.
Benjamin Campbell (CRD# 3110892) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, OH and has over 18 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Strategic Advisers Inc.||Woodmere Village, OH||Nov 2001 - Current||15|
|Fidelity Brokerage Services, Inc.||Cincinnati, OH||Jun 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||May 2001|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV