Gordon Campbell (CRD# 6374489) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Carmel, IN and has over 9 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Haven Wealth Management LLC | Carmel, IN | Oct 2020 - Current | 3 |
| Crown Haven Wealth Management LLC | Carmel, IN | Aug 2020 - Current | 3 |
| Aegis Wealth Management, Inc. | Guthrie Center, IA | Nov 2019 - Current | 4 |
| Crown Haven Llc Dba Crown Haven Wealth Advisors | Carmel, IN | Mar 2016 - Current | 8 |
| Lifemark Securities Corp. | Rochester, NY | Mar 2018 - Nov 2019 | 1 |
| Blue Duck Wealth Management | Carmel, IN | Feb 2017 - Mar 2018 | 1 |
| Total Advisor Network, LLC | Spokane, IN | Apr 2016 - Feb 2017 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2015 - Mar 2016 | < 1 |
| Northwestern Mutual Investment Services LLC | Indianapolis, IN | Mar 2015 - Mar 2016 | 1 |
| Edward Jones | Indianapolis, IN | Oct 2014 - Feb 2015 | < 1 |
| Us Army | Indianapolis, IN | Apr 2006 - Oct 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- IN
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Total Assets Under Management143MILLIONS
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Total Number of Accounts1,742ACCOUNTS
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Average Account Value$82,150
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, IA, ID, IN, MA, MI, MO, NH, NY, OH, OK, SC, TX, UT, VA, WI
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