Marc
Campbell
Five Oceans Advisors
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About this Advisor
Marc Campbell is a certified financial planner who works in Santa Monica, California with a total of 3 years of industry experience. Campbell is currently employed by Five Oceans Advisors. Campbell has gained experience at Dimensional Fund Advisors Lp, Tci Wealth Advisors, Inc, Five Oceans Advisors LLC and Dimensional Fund Advisors. Campbell holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Five Oceans Advisors is a registered investment company with a branch in Santa Monica, California. The firm has a total of six employees. It administers $499 million in total assets between its 570 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 570 accounts, 39% belong to high-net-worth individuals who have at least $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on which service is offered. Fee types charged by Five Oceans Advisors likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Five Oceans Advisors Brokerage Details
$499,263,930
6
570
$875,902
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Marc Campbell Work History
Marc has been registered as a financial advisor for 3 years.*
Five Oceans Advisors LLC
Tci Wealth Advisors, Inc
Dimensional Fund Advisors Lp
Dimensional Fund Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marc Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Five Oceans Advisors
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
