Best Investors Account Sign in

William Stephen Campbell

Raymond James Financial Services Advisors, Inc

York, PA

CRD 1463373

Claim This Profile
Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2009-01-02
  • PA RA
    APPROVED
    Since 2009-01-02

Branch Locations

30 S. George Street, York, PA 17401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fulton Financial Advisors Ellicott City MD 11/2006 10/2019
Raymond James Financial Services Lancater PA 06/2008 Present
Raymond James Financial Services Advisors, Inc York PA 01/2009 Present
Fulton Bank York PA 06/2008 Present
  • 11/2006 → 10/2019
    Fulton Financial Advisors
    Ellicott City, MD
  • 06/2008 → Present
    Raymond James Financial Services
    Lancater, PA
  • 01/2009 → Present
    York, PA
  • 06/2008 → Present
    Fulton Bank
    York, PA
Previous Registrations
  • 2006-11-15 → 2008-06-04
    Cetera Investment Services Llc
    Richmond, VA
    Lutherville, MD
    Ellicott City, MD
    Lancaster, PA
    Columbia, MD
  • 2006-06-13 → 2006-11-07
    Raymond James Financial Services, Inc.
    Camp Hill, PA
Other Businesses

(1)Name of Business: fulton financial advisors Address: 30 S George St, York, PA, 17401, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/24/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: sales management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-09
S63 Uniform Securities Agent State Law Examination 1994-08-09
  • S66 Uniform Combined State Law Examination
    2006-06-09
  • S63 Uniform Securities Agent State Law Examination
    1994-08-09
Other Names
  • Stephen W Campbell
  • W Stephen Campbell
  • Steve Campbell

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in York, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor