Linda Wise Campbell

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/1984 → Present
  The Campbell Group, Inc., Dba Alternative Investments Company
  San Francisco, CA
• 11/2006 → Present
  Ubs Financial Services Inc
  San Francisco, CA

Previous Registrations

• 2003-01-01 → 2006-11-29
  Investment Marketing Inc.
  San Francisco, CA
  San Francisco, CA
• 1996-11-25 → 2006-11-29
  Alternative Investments Company
  San Francisco, CA
  San Francisco, CA

Other Businesses

1) SINCE 1984 I HAVE BEEN A 50% CO-OWNER (WITH SPOUSE OWNING OTHER 50%)PRESIDENT AND A DIRECTOR OF THE CAMPBELL GROUP, INC., DBA ALTERNATIVE INVESTMENTS COMPANY, A CALIFORNIA REGISTERED INVESTMENT ADVISOR. THE COMPANY IS INACTIVE, HAS NO CLIENTS, AND IN THE PROCESS OF BEING DE-REGISTERED WITH THE STATE OF CALIFORNIA. NO CURRENT DUTIES OR HOURS/MONTH DEVOTED TO THIS. 2) ARCS (Achievement Rewards for College Scientists) Foundation NC/ investment related?: no/ 1008 General Kennedy Avenue, Suite 202 (P.O.Box 29405), San Francisco, CA ; 94129-0405/ Charity/ Member of a committee with management / supervisor functions/ As chair of the Endowment Advisory Committee, oversee the Endowment investments managed by CIBC/Atlantic. Member of the University Assessment Committee, which evaluates how are partner universities are complying with ARCS policies in giving grants to their graduate students./ start date: 7/1/2019

Exams

• S66 Uniform Combined State Law Examination
  2006-12-22
• S63 Uniform Securities Agent State Law Examination
  2005-04-28

Designations

• Chartered Financial Analyst

Other Names

• Charlie Campbell
• Linda Joyce Wise