Daniel Campbell is a CFP-designated registered investment advisor, based in Fullerton, CA, with 14 years of industry experience.
Location
2244 N. State College Blvd, Fullerton, CA, 92831
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel uses "Perfected Wealth Management" as a DBA for marketing purposes and spends nearly full-time on it. He is also the president and senior financial planner at DC Wealth Advisors, Inc., dedicating nearly full-time to offering investment and financial planning services.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations36 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.