Edward
Campbell

Osaic Advisory Services, LLC

CRD#5126057
Investment Advisor
in West Chester, PA

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About this Advisor

Edward Campbell is a financial advisor based in West Chester, Pennsylvania, working with Osaic Advisory Services, LLC. Edward has previously held positions at National Life, Equity Services, Inc, Minnesota Life, Securian Financial Services Inc, Legacy Planning Partners, East Coast Advisory, Commonwealth Financial Network, Triad Advisors, and Triad Hybrid Solutions. Edward has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Delaware, District of Columbia, Florida, Maryland, Missouri, New Jersey, Pennsylvania, South Carolina, and Virginia. Currently, Edward is part of Osaic Advisory Services, LLC, which operates out of West Chester, Pennsylvania. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 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, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1595 Paoli Pike Suite 200
West Chester, PA 19380

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Osaic Advisory Services, LLC Brokerage Details

Total Assets Under Management

$4,938,711,328

PA Average: $3,570,121,308
Total Number of Employees

2,582

PA Average: 58
Total Number of Accounts

20,269

PA Average: 1,608
Average Account Size

$243,658

PA Average: $2,220,225

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
  • Educational seminars/workshops

Edward Campbell Work History

2021 - Present (3 years)

Triad Advisors

2021 - Present (3 years)

Triad Hybrid Solutions

2014 - Present (10 years)

East Coast Advisory

2019 - 2021 (2 years)

Commonwealth Financial Network

2016 - 2019 (3 years)

Minnesota Life

2016 - 2019 (3 years)

Securian Financial Services Inc

2016 - 2021 (5 years)

Legacy Planning Partners

2010 - 2016 (6 years)

National Life

2010 - 2016 (6 years)

Equity Services, Inc

Disclosures

Please visit the SEC profile of Edward 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 Osaic Advisory Services, LLC

Rachael Holcomb
Knoxville, TN
Olivia Burke
Atlanta, GA
Brian Lueker
Allentown, PA
Jason Iannantuono
Allentown, PA
Kasia Medlar
Atlanta, GA
Thomas Gallardo
Atlanta, GA
Matthew Stephens
Wilmington, NC
Mary Dill
Bend, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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