WC
WC

Wayne Campbell

43 Years of Experience
Mount Laurel, NJ
Broker

Wayne Campbell is a registered investment advisor at LPL Financial LLC, based in Mount Laurel, NJ, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

305 Fellowship Rd., Ste 105, Mount Laurel, NJ, 08054

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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

Wayne operates under the DBA Gladstone Wealth Partners for his LPL business since 2021. This activity is investment-related and takes up all of his time.

Employment History
Current Registrations
LPL Financial LLC
January 2021 - Present · 5 yrs 6 mos
LPL Financial LLCBroker
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
March 2011 - January 2021 · 9 yrs 10 mos
Morgan Stanley
March 2011 - January 2021 · 9 yrs 10 mos
Janney Montgomery Scott LLC
January 2008 - April 2011 · 3 yrs 3 mos
Janney Montgomery Scott LLCBroker
January 2008 - April 2011 · 3 yrs 3 mos
Wachovia Securities, LLC
November 2003 - January 2008 · 4 yrs 2 mos
Wachovia Securities, LLCBroker
October 2000 - January 2008 · 7 yrs 3 mos
First Union Brokerage Services, INC.Broker
January 1996 - October 2000 · 4 yrs 9 mos
Marketing One Securities, INC.Broker
May 1994 - January 1996 · 1 yr 8 mos
Independent Financial Securities, INC.Broker
March 1993 - June 1994 · 1 yr 3 mos
Gna Securities, INC.Broker
September 1991 - March 1993 · 1 yr 6 mos
Pruco Securities CorporationBroker
January 1987 - October 1991 · 4 yrs 9 mos
Pruco Securities CorporationBroker
August 1982 - October 1991 · 9 yrs 2 mos
State Registrations7 states
DEFLNCNJNYOHPA
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.