Unclaimed Profile

Peter Stuart Campbell

BULL OAK CAPITAL, LLC·RANCHO SANTA FE, California

Series 65Clean record8 years registeredBULL 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 · 8 years registered

Brand Profile

Not yet started

Career History

BULL OAK CAPITAL, LLC

Feb 2022 – present

WEALTH ANALYTICS PARTNERS, LLC

Mar 2019 – Feb 2022

SAN DIEGO, CA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sep 2017 – Feb 2019

Cardiff, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 7, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BULL OAK CAPITAL, LLC

CRD 170325 · SEC 801-124736

AUM

$157M

Regulatory assets under management

Employees

309 client accounts

Services offered by BULL OAK CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BULL OAK CAPITAL, LLC →

Introduction

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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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