Helen Loughan Campbell

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Williamsburg, VA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Williamsburg, VA

Other Businesses

CO-TRUSTEE FOR PARENTS; INV RELATED; GLOUCESTER POINT, VA; START: 3/15/2018; 0 HR/MO; 0 DURING TRADING.; NEW DOMINION PICTURES FILMING OF A HAUNTING; NOT INV. RELATED; SUFFOLK, VA; DOG IN FILM; DOG HANDLER; START 10/26/2021; 1 HOUR PER MONTH; ZERO HOURS DURING TRADING; DOG HANDLER FOR DOG IN A MOVIE.; POWER OF ATTORNEY FOR MOTHER; INV RELATED; GLOUCESTER POINT, VA; START 1/11/2024; 1 HR PER MONTH; 1 HR DURING TRADING. CO-EXECUTOR OF FATHER'S ESTATE, INV RELATED, WILLIAMSBURG, VA, START 3/11/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-17
• S63 Uniform Securities Agent State Law Examination
  1999-06-24

Other Names

• Helen Loughan Campbell
• H. Loughan Campbell