William
Campbell

Iht Wealth Management LLC

CRD#2536917
Investment Advisor
in Chicago, IL

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About this Advisor

William Campbell is a financial advisor who works in Chicago, Illinois with 4 years of relevant experience. Campbell is an employee of Iht Wealth Management LLC. Campbell has gained experience at Morgan Stanley, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Lpl Financial, LLC and Iht Wealth Management, LLC. Campbell holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. Iht Wealth Management LLC is a financial advisory firm that has its headquarters in Chicago, IL. The investment advisory business has offices in 67 locations and a total of 219 people on staff. It has $4 billion in assets under management across its 18,644 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 51 charitable organizations. Of its 18,644 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets. Iht Wealth Management LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Iht Wealth Management LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

123 N. Wacker Dr. Suite 2300
Chicago, IL 60606

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Iht Wealth Management LLC Brokerage Details

Total Assets Under Management

$4,373,565,753

IL Average: $6,674,516,078
Total Number of Employees

219

IL Average: 44
Total Number of Accounts

18,644

IL Average: 2,564
Average Account Size

$234,583

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

William Campbell Work History

William has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Iht Wealth Management, LLC

2017 - Present (7 years)

Lpl Financial, LLC

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

2007 - 2017 (10 years)

Morgan Stanley

*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 William 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 Iht Wealth Management LLC

Joseph Davis
New York, NY
Emil Mokhtarian
Chicago, IL
Felipe Medina
Phoenix, AZ
Kathleen Hosty
Chicago, IL
Gregory Eicher
Freeport, IL
Daniel Baker
New York, NY
Frank Acosta
San Antonio, TX
Lauren Housel
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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