Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Monroe Campbell is an investment advisor representative with Cetera Investment Advisers LLC. Albert has been in the industry since 2007 and holds a Series 63, Series 66, Series 7 and SIE. Albert has worked for several firms including Traderight Securities, Inc., Woodbury Financial Services, Inc., Carroll Financial Associates, Inc., and Cetera Advisor Networks LLC. Albert specializes in a variety of investment services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (PENDLETON SC)
TX
03/10/2008 - 03/13/2009
TRADERIGHT SECURITIES, INC. (DALLAS TX)
TX
07/19/2007 - 03/04/2008
WOODBURY FINANCIAL SERVICES, INC. (DALLAS TX)
BC
Issued 6/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 9/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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