Daniel Campbell is a registered investment advisor at Wells Fargo Advisors, based in Troy, OH, with 27 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
51 S Stanfield Rd, Troy, OH, 45373
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel has ownership stakes in three investment-related LLCs: 5941 Company LLC (45% ownership), CMD Company LLC dba Campbell Morrison Wealth Management (59% ownership, nearly full-time commitment), and LAD3 Company LLC (100% ownership, minimal time commitment). LAD3 Company LLC was created to be part owner of Finet Practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations37 states
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