William F. Campbell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Franklin Campbell JR, who also goes by Bill Campbell, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1982. William had worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 2 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 20, 2018 - October 30, 2020
ALMANACK INVESTMENT PARTNERS
August 13, 2014 - August 16, 2018
PETERS WEALTH ADVISORS LLC
January 6, 2014 - October 11, 2017
DOMINION INVESTOR SERVICES, INC.
April 14, 2011 - December 23, 2013
THE SHOBE FINANCIAL GROUP
April 13, 2011 - December 23, 2013
RAYMOND JAMES FINANCIAL SERVICES, INC.
December 17, 2007 - September 29, 2008
LEVEL FOUR FINANCIAL, LLC
December 17, 2007 - September 29, 2008
LEVEL FOUR FINANCIAL, LLC
July 16, 2007 - December 19, 2007
SIGNATOR FINANCIAL SERVICES, INC.
July 16, 2007 - December 19, 2007
SIGNATOR FINANCIAL SERVICES, INC.
October 23, 2002 - March 27, 2006
BANC ONE SECURITIES CORPORATION
April 27, 2001 - March 27, 2006
BANC ONE SECURITIES CORPORATION
February 16, 1999 - January 16, 2001
AMERITAS INVESTMENT COMPANY, LLC
September 19, 1995 - February 15, 1999
WALNUT STREET SECURITIES, INC.
May 18, 1990 - June 8, 1995
WALNUT STREET SECURITIES, INC.
July 30, 1982 - July 1, 1991
GENERAL AMERICAN LIFE INSURANCE COMPANY
Primary Firm SEC Registration
ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 8/11/1977
Non-Member General Securities ExaminationCurrent Firm
ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,481 |
| AUM (Assets Under Management) | $ 773,350,051 |
Red Flags
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