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Richard C
CFP®, Series 66
Hamburg, NY
Equitable Advisors
Richard Campbell II is a CFP® professional with 24 years of experience at Equitable Advisors, where he has worked since 2002. He previously held a position at Axa Advisors, LLC from 2002 to 2020. He serves on the Hamburg Finance Academy Advisory Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models and programs, utilizing third-party asset managers and LPL-sponsored advisory platforms.
Gerald O
Series 63, Series 66
Hamburg, NY
Equitable Advisors
Gerald Ogilvie IV is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2015, including prior service at AXA Advisors, LLC. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a mix of proprietary and third-party advisory programs and managers.
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