SC
SC

Stephanie Campbell

24 Years of Experience
Lake Oswego, OR
Broker

Stephanie Campbell is a registered investment advisor at Wells Fargo Advisors, based in Lake Oswego, OR, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

5885 Meadows Road, Ste 125, Lake Oswego, OR, 97035

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2024 - Present · 2 yrs 6 mos
Wells Fargo Advisors
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - March 2024 · 13 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2011 - March 2024 · 13 yrs 2 mos
Wells Fargo Investments, LLCBroker
March 2010 - January 2011 · 10 mos
Wells Fargo Investments, LLC
March 2010 - January 2011 · 10 mos
Wells Fargo Investments, LLC
February 2007 - March 2008 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
August 2004 - March 2008 · 3 yrs 7 mos
UBS Financial Services INC.Broker
December 2002 - April 2004 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
February 2001 - May 2002 · 1 yr 3 mos
Milestone Financial Services, INC.Broker
February 2000 - December 2000 · 10 mos
Jwgenesis Financial Services, INC.Broker
July 1998 - February 2000 · 1 yr 7 mos
State Registrations26 states
AZCACOCTFLGAHIIDILINMAMIMSMTNCNVNYOHOKORPASCTXUTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.