Hilary Campbell
Hilary Campbell is a registered investment advisor at Osaic Wealth, INC., based in Claremont, CA, with 32 years of industry experience. Hilary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1490 N Claremont Blvd, Ste 100, Claremont, CA, 91711
Get directionsHistory
Regulatory History (4)
Judgment / Lien
January 2022Judgment / Lien
February 2020Judgment / Lien
June 2019Judgment / Lien
July 2017Other Business Activities
Hilary is a partner and financial advisor at Lone Eagle Wealth Services, LLC, managing fee-based accounts, taking about half of her time. She also serves as a patient ambassador for Gilead Sciences Inc., dedicating minimal time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.