Unclaimed Profile

Peter Stuart Campbell

BULL OAK CAPITAL, LLC·RANCHO SANTA FE, California

Clean recordBULL OAK CAPITAL, LLC

16236 SAN DIEGUITO RD., RANCHO SANTA FE, CA 92067-5752CRD# 6852999Firm CRD# 170325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Stuart Campbell · RANCHO SANTA FE, CA

Registration

CRD #6852999 · BULL OAK CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter Stuart Campbell is a registered financial advisor based in RANCHO SANTA FE, California, affiliated with BULL OAK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BULL OAK CAPITAL, LLC

AUM

$157M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BULL OAK CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6852999

Firm CRD# 170325

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Frequently Asked Questions

What services does Peter Stuart Campbell offer?

Peter Stuart Campbell specializes in Financial Planning, Investment Management. Contact their office in RANCHO SANTA FE, California for a consultation.

What are Peter Stuart Campbell's credentials?

Peter Stuart Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Stuart Campbell located?

Peter Stuart Campbell is based in RANCHO SANTA FE, California, working with BULL OAK CAPITAL, LLC. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.

How does Peter Stuart Campbell charge for services?

Peter Stuart Campbell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BULL OAK CAPITAL, LLC?

BULL OAK CAPITAL, LLC has approximately 4 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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