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WC

William W. Campbell

COGNITIANT REGISTERED INVESTMENT ADVISORS
west linn, OR 97068
Some features on this profile are disabled
CRD#: 2910310
WC

Professional summary

William Ward Edward Campbell II is a registered financial advisor currently at COGNITIANT REGISTERED INVESTMENT ADVISORS located in West Linn, Oregon.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Ward Edward Campbell II's 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®
None

Experience

Current

May 28, 2010 - Present

COGNITIANT REGISTERED INVESTMENT ADVISORS

Office #1: 5575 Mckillican Lane, West Linn, OR 97068
RIA
CRD#: 152295
west linn, OR
Past

April 6, 1999 - January 11, 2005

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

September 3, 1997 - April 2, 1999

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

July 3, 1997 - September 3, 1997

U.S. BANCORP SECURITIES

BD
CRD#: 17439
PORTLAND, OR

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
Oregon
(5/28/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/2/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/17/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/19/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/2/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CR
COGNITIANT REGISTERED INVESTMENT ADVISORS
COGNITIANT | COGNITIANT REGISTERED INVESTMENT ADVISORS | COGNITIANT INC DBA COGNITIANT REGISTERED INVESTMENT ADVISORS | COGNITIANT INC

CRD#: 152295 / SEC#:

Oregon
Registered Investment Advisory firm - (5/7/2010 Approved)
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Contact information

Main Address
12060 Sw Greenburg 4th Floor, Portland, OR 97223
Mailing Address
Phone number
(971) 288-7047
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts45
AUM (Assets Under Management)$ 26,000,000

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.

Company Information

COGNITIANT REGISTERED INVESTMENT ADVISORS

CRD#: 152295West Linn, OR 97068

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