William W. Campbell
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Ward Edward Campbell II's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2010 - Present
COGNITIANT REGISTERED INVESTMENT ADVISORS
Office #1: 5575 Mckillican Lane, West Linn, OR 97068April 6, 1999 - January 11, 2005
OSAIC WEALTH, INC.
September 3, 1997 - April 2, 1999
U.S. BANCORP INVESTMENTS, INC.
July 3, 1997 - September 3, 1997
U.S. BANCORP SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/28/2010)
Exams
Current Firm
COGNITIANT REGISTERED INVESTMENT ADVISORS
CRD#: 152295 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 26,000,000 |
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