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Joseph C
Series 63, Series 65
Sacramento, CA
Private Advisor Group, LLC
Joseph Clevenger III is a financial advisor at Private Advisor Group, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes ten years at Strategic Wealth Advisors Group, Inc. and over two decades at LPL Financial LLC. He also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves a broad range of clients, including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing multiple advisory programs and access to third-party asset managers and model portfolios from firms such as Fidelity, BlackRock, and Goldman Sachs.
David S
Series 63
Sacramento, CA
Private Advisor Group, LLC
David Siegel is a financial advisor with Private Advisor Group, LLC in Sacramento, CA, holding a Series 63 credential and over 46 years of industry experience. He previously worked with LPL Financial and Mariner Independent Advisor Network, LLC, each for 17 years. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs, third-party asset managers, and a firm-managed separately managed account program.
Jason C
Series 65, Series 63
Sacramento, CA
Private Advisor Group, LLC
Jason Campbell is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 registrations and nine years of industry experience. He previously worked at Strategic Wealth Advisors Group, LPL Financial, USA Financial Securities, and Cornerstone Financial Group. Outside of his advisory role, Campbell is a CPA owner of JEC Tax & Financial Services, Inc., providing tax preparation and accounting services. Private Advisor Group serves a diverse clientele including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey platforms, delivering advisory solutions through a network of investment adviser representatives supported by various strategists and technology tools.
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