Unclaimed Profile

Marc David Campbell

FIVE OCEANS ADVISORS LLC·SANTA MONICA, California

Clean recordFIVE OCEANS ADVISORS LLC

2719 4TH STREET, SANTA MONICA, CA 90405CRD# 5789364Firm CRD# 308377

Profile Verification

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

Identity

Marc David Campbell · SANTA MONICA, CA

Registration

CRD #5789364 · FIVE OCEANS ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marc David Campbell is a registered financial advisor based in SANTA MONICA, California, affiliated with FIVE OCEANS ADVISORS 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

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FIVE OCEANS ADVISORS LLC

FIVE OCEANS ADVISORS

AUM

$496M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIVE OCEANS ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5789364

Firm CRD# 308377

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marc David Campbell offer?

Marc David Campbell specializes in Financial Planning, Investment Management. Contact their office in SANTA MONICA, California for a consultation.

What are Marc David Campbell's credentials?

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

Where is Marc David Campbell located?

Marc David Campbell is based in SANTA MONICA, California, working with FIVE OCEANS ADVISORS LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Marc David Campbell charge for services?

Marc David 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 FIVE OCEANS ADVISORS LLC?

FIVE OCEANS ADVISORS LLC has approximately 7 employees and manages $496M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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