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Scott C

Series 63, Series 65

Austin, TX

AE Wealth Management, LLC

Scott Campbell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at AE Wealth Management since 2019 and previously gained experience at Wealth Watch Advisors, LLC and Wealth Financial Advisory Services, LLC. Campbell also serves as an adult education instructor at the University of Texas, where he teaches courses on retirement-related subjects. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates model portfolio and direct asset management programs and uses a range of investment strategies, with a focus on scalability and platform services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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