William S. Campbell

SLAYTON LEWIS

Salt Lake City, UT 84111

Some features on this profile are disabled

CRD#: 1072279

Professional summary

William Shawn Campbell, CFP®, who also goes by William S Campbell, Shawm Williams, is a registered financial advisor currently at SLAYTON LEWIS INC located in Salt Lake City, Utah.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William S Campbell | Shawm Williams

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Shawn Campbell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

February 28, 2017 - Present

SLAYTON LEWIS INC

Office #1: 22 East 100 South Third Floor, Salt Lake City, UT 84111

RIA

CRD#: 114596

Salt Lake City, UT

Past

January 1, 2002 - December 31, 2016

SLAYTON LEWIS INC

RIA

CRD#: 114596

SALT LAKE CITY, UT

Past

January 3, 1991 - December 31, 1992

CADARET, GRANT & CO., INC.

CRD#: 10641

Past

September 12, 1988 - June 20, 1989

WARNER BECK INCORPORATED

CRD#: 11076

Past

November 26, 1982 - July 7, 1988

WARNER BECK INCORPORATED

CRD#: 11076

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SLAYTON LEWIS INC

BG FINANCIAL ADVISORS INC. | SLAYTON LEWIS INC

CRD#: 114596 / SEC#: 801-109937

RIA

Registered Investment Advisory firm - (2/7/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(2/28/2017)

IAR

Texas
(2/28/2017)

IAR

Utah
(3/1/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/9/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 5/15/1982

General Securities Representative Examination

Current Firm

SLAYTON LEWIS INC

BG FINANCIAL ADVISORS INC. | SLAYTON LEWIS INC

CRD#: 114596 / SEC#: 801-109937

RIA

Registered Investment Advisory firm - (2/7/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

22 East 100 South Third Floor, Salt Lake City, UT 84111

Mailing Address

Phone number

(801) 521-2191

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE PART II 2025 (8/12/2025)

Regulatory assets under management

Total Number of Accounts	419
AUM (Assets Under Management)	$ 307,697,835

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kyle Fukuchi

OSAIC WEALTH, INC.

IAR

Farmington, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Justin Lizama

SIMPLE FINANCIAL, LLC

IAR

West Jordan, UT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William S. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Shawn Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

SLAYTON LEWIS INC

SLAYTON LEWIS INC

CADARET, GRANT & CO., INC.

WARNER BECK INCORPORATED

WARNER BECK INCORPORATED

Primary Firm SEC Registration

SLAYTON LEWIS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/1992

Series 7

Date: 5/15/1982

Current Firm

SLAYTON LEWIS INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SLAYTON LEWIS INC

TRUST BUT VERIFY

Similar Advisors