Robert Campbell
Investment adviser representative at Wafd Wealth, Inc
16 yearsExperience
1 stateRegistered in
$348.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Wafd Wealth, IncAug 2025 to now
- Merrill LynchJun 2010 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wafd Wealth, Inc
$348.1MAssets managed
274Clients
11Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5764094
- Firm CRD
- 337346