Charles
Campbell
Diversify Advisory Services, LLC
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About this Advisor
Charles Campbell is a financial advisor based in Lewes, Delaware, working with Diversify Advisory Services, LLC. Charles has previously held positions at 16 Mile Brewing Company Inc, Key Advisors Group LLC, Dfpg Investments, LLC, and Walton Corporation. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware and Texas. Currently, Charles is part of Diversify Advisory Services, LLC, which operates out of Lewes, Delaware. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Diversify Advisory Services, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Diversify Advisory Services, LLC Brokerage Details
$2,872,027,172
156
13,027
$220,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Charles Campbell Work History
Dfpg Investments, LLC
Key Advisors Group LLC
Walton Corporation
16 Mile Brewing Company Inc
Disclosures
Please visit the SEC profile of Charles 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 Diversify Advisory Services, LLC
Sandy, UT
Los Angeles, CA
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
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