Derek
Campbell

About this Advisor

Derek Campbell is a financial advisor in Newport Beach, California. Currently an advisor with Morgan Stanley, Campbell has 10 years of experience in the financial advisory industry. Campbell maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Campbell is registered to advise customers in California and Texas. Throughout their career, they have worked at Philadelphia Phillies, Documotion Research, Inc, Equinox, Colombian Professional Baseball League, Morgan Stanley Smith Barney LLC, University Of California Berkeley, Image Source Xerox and Morgan Stanley Private Bank, N.A. Morgan Stanley is headquartered in Newport Beach, California, and operates out of 726 offices in the United States. As a registered investment firm, Morgan Stanley oversees $904 billion in assets across 1,863,328 accounts and retains more than 25,600 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Morgan Stanley can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, commission-based and other fees.