William
Campbell
Iht Wealth Management LLC
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About this Advisor
William Campbell is a financial advisor based in Chicago, Illinois, working with Iht Wealth Management LLC. William has previously held positions at Morgan Stanley, Morgan Stanley Smith Barney, Iht Wealth Management, LLC, Morgan Stanley Private Bank, National Association, and Lpl Financial, LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, William is part of Iht Wealth Management LLC, which operates out of Chicago, Illinois. The firm has 67 offices and 230 employees. The firm manages assets totaling $4.8 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Iht Wealth Management LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Iht Wealth Management LLC Brokerage Details
$4,820,462,755
230
20,120
$239,586
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
Iht Wealth Management, LLC
Lpl Financial, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley
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.
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