Elizabeth
Campbell
Commonwealth Financial Network
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About this Advisor
Elizabeth Campbell is a financial advisor operating in North Smithfield, Rhode Island, with a total of 5 years of relevant experience. Campbell is an advisor for Commonwealth Financial Network. Their career trajectory has included roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Sallale Financial Strategies, LLC Rjfs, Boston Harbor Wealth Advisors, LLC, Commonwealth Financial Network and Oak Leaf Wealth Management Services. Campbell has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts, Rhode Island and Wyoming. Commonwealth Financial Network is a business based in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 financial advisors. It administers $146 billion in assets under management between its 585,629 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fees billed by Commonwealth Financial Network can consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Elizabeth Campbell Work History
Elizabeth has been registered as a financial advisor for 5 years.*
Commonwealth Financial Network
Oak Leaf Wealth Management Services
Commonwealth Financial Network
Boston Harbor Wealth Advisors, LLC
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
Sallale Financial Strategies, LLC Rjfs
*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 Elizabeth 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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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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