CC
CC

Craig Campbell

47 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$661K average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260

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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

Craig is involved in various investment-related activities, including managing family assets through Campbell Family MGMT LLC, Campbell Family Properties LP, and Campbell Family Oil & Gas LP. He also receives oil and gas royalty payments from several companies and is an investor in oil and gas investments.

Employment History
Current Registrations
Ashton Thomas Securities, LLC
September 2024 - Present · 1 yr 5 mos
Ashton Thomas Securities, LLCBroker
September 2024 - Present · 1 yr 5 mos
Ashton Thomas Private Wealth
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2010 - June 2024 · 13 yrs 8 mos
Wells Fargo Advisors
October 2010 - June 2024 · 13 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1987 - October 2010 · 23 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1987 - October 2010 · 23 yrs 1 mo
Prudential-Bache Securities INC.Broker
May 1984 - September 1987 · 3 yrs 4 mos
E. F. Hutton & Company INCBroker
June 1981 - May 1984 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - August 1981 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
June 1978 - September 1978 · 3 mos
State Registrations10 states
ARCACOFLMDMINVTNTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.