DC
DC

Dawn Edythe Campbell

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
2,087 clients
Average Client Portfolio
$191K average
Assets Under Management
$399.4M

Fee Structure

Minimum Investment:$50K
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Location

Vancouver, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dawn is the president of Dawn Campbell Consulting, providing due diligence and sales support to RIAs related to alternative real estate and qualified opportunity zone products. This takes about a quarter of her time.

Employment History
Current Registrations
Terra Wealth
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Apollon Wealth Management, LLC
July 2019 - December 2024 · 5 yrs 5 mos
Madrona Financial Services, LLC
December 2018 - June 2019 · 6 mos
Colorado Financial Service CorporationBroker
April 2018 - October 2018 · 6 mos
Inland Securities CorporationBroker
August 2015 - March 2018 · 2 yrs 7 mos
Mvp American SecuritiesBroker
September 2014 - April 2015 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - September 2014 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - September 2014 · 1 yr
Alliancebernstein L.P.
September 2010 - April 2013 · 2 yrs 7 mos
Sanford C. Bernstein & CO., LLCBroker
September 2010 - April 2013 · 2 yrs 7 mos
Welsh Securities LLCBroker
June 2009 - August 2010 · 1 yr 2 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.