Daniel Campbell
Daniel Campbell is a registered investment advisor at Wells Fargo Advisors, based in Margate City, NJ, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
23 S Washington Ave Ste 1B, [Satellite], Margate City, NJ, 08402
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Daniel oversees Margate Terrace, owns 100% of Campbell Wealth Management, and is a trustee for Campbell Wealth Management 401k, dedicating minimal time to each. Daniel is also a financial advisor for Princeton Harriman Insurance Solutions, dedicating a few hours per week to the insurance business.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 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.