Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Robert Campbell is an advisor located in Seattle, Washington. Currently a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have gathered 10 years of work experience. Campbell maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Campbell can advise investors in Texas and Washington. During their career, the advisor has held roles at Merrill Lynch and Bank Of America, Na. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of Seattle, Washington, and operates out of 3,270 additional offices throughout the country. In aggregate, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets dispersed across 2,529,169 client accounts and retains more than 36,383 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 778,387 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Campbell Work History
Robert has 10 years of experience.
Bank Of America,Na
Robert Campbell has no disclosures.
Please visit their SEC profile for more details.
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