William Reid Campbell

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 04/2017
  Morgan Stanley
  Walnut Creek, CA
• 06/2009 → 04/2017
  Morgan Stanley Smith Barney
  Las Vegas, NV
• 01/2015 → 04/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2017 → Present
  Lpl Financial, Llc
  Marshfield, MO
• 12/2019 → Present
  Iht Wealth Management, Llc
  Chicago, IL

Previous Registrations

• 2009-06-01 → 2017-04-24
  Morgan Stanley
  Las Vegas, NV
  Benicia, CA
  Springfield, MO
• 2007-10-05 → 2009-06-01
  Morgan Stanley & Co. Llc
  Las Vegas, NV
• 2003-07-01 → 2007-10-10
  Wells Fargo Clearing Services, Llc
  Las Vegas, NV
  Las Vegas, NV
• 1999-07-14 → 2003-07-01
  Prudential Equity Group, Llc
  Walnut Creek, CA

Other Businesses

1. 04/21/2017 - WILLIAM CAMPBELL/ REAL ESTATE RENTAL/ 1%/ 5624 BUENA MARTINA WAY LAS VEGAS, NV 89140; 260 WEST K ST BENICIA CA 94510 2. 12/2019 - IHT WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ CHICAGO, IL (3) 05/03/2017- IHT Wealth Management-investment related-At reported business location(s)-Registered Investment Advisor- start 04/21/17- hours per month 40/ Hours during trading 10- Time spent percent 30%-I provide investment advisory services through IHT Wealth Manangement, an independent investment advisor firm. I started this business activity in 04/21/2017. I expect to spend approximately [ 40 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 12/03/2021 - w.Reid campbell llc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 04/01/2021 - 32 Hours Per Month/8 Hour During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-05
• S63 Uniform Securities Agent State Law Examination
  1994-09-23