John
Campbell

Missionsquare Retirement

CRD#7494381
Investment Advisor
in Duncan, OK

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About this Advisor

John Campbell is a financial advisor based in Duncan, Oklahoma. Campbell is on the advisory team at Missionsquare Retirement. Their career trajectory has included roles at Duncan High School, The Territory, Oklahoma University, University Of Oklahoma, Farmer'S Insurance, First United Bank, Arvest Wealth Management, Missionsquare Investment Services and Missionsquare Retirement. Campbell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Oklahoma and Texas. Missionsquare Retirement is a financial advisory business operating out of Washington, DC. The firm has offices in nine locations and a total of 608 advisors. It administers $641 million in assets between its one accounts, placing it among the larger firms in the country by assets under management. The company performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually vary depending on the type of services offered. Fees charged by Missionsquare Retirement typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Duncan, OK

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Missionsquare Retirement Brokerage Details

Total Assets Under Management

$641,022,740

OK Average: $4,886,152,200
Total Number of Employees

608

OK Average: 60
Total Number of Accounts

1

OK Average: 205
Average Account Size

$641,022,740

OK Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Campbell Work History

John has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Missionsquare Investment Services

2023 - Present (1 year)

Missionsquare Retirement

2022 - 2022 (< 1 year)

Arvest Wealth Management

2022 - 2023 (1 year)

Arvest Wealth Management

2020 - 2020 (< 1 year)

Farmer'S Insurance

2020 - 2021 (1 year)

First United Bank

2018 - 2019 (1 year)

Oklahoma University

2016 - 2018 (2 years)

University Of Oklahoma

2014 - 2016 (2 years)

The Territory

2014 - 2018 (4 years)

Oklahoma University

2012 - 2014 (2 years)

Duncan High School

*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 John 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 Missionsquare Retirement

Andrew Mcfalls
Washington, DC
Isaiah Carter
Washington, DC
Orlando Cruz
Charlotte, NC
Peter Ganey
Washington, DC
Margaret Jones
Washington, DC
Jeffrey Brown
Washington, DC
Laura Hancock
Washington, DC
Juan Gomez-Garcia
La Mesa, CA

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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