John Campbell
John Campbell is a registered investment advisor at Osaic Wealth, INC., based in Claremont, CA, with 31 years of industry experience. John 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 (5)
Judgment / Lien
January 2022Judgment / Lien
February 2020Judgment / Lien
June 2019Judgment / Lien
August 2018Customer Dispute
December 1999Other Business Activities
John is a board member of the Pomona Valley Hospital Medical Center Foundation and an owner of rental property, each requiring minimal time. He is also a Registered Representative doing business as Lone Eagle Wealth Services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
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
State Registrations11 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.