Daniel
Campbell
The Ameriflex Group
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About this Advisor
Daniel Campbell is a financial advisor based in Fullerton, California, working with The Ameriflex Group. Daniel has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Independent Financial Group, Sagepoint Financial, Inc, The Ameriflex Group, and Osaic Wealth, Inc. Daniel has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Daniel is part of The Ameriflex Group, which operates out of Fullerton, California. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Campbell Work History
Osaic Wealth, Inc
Sagepoint Financial, Inc
The Ameriflex Group
Independent Financial Group
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Daniel Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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