Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Campbell is a financial advisor who has been in the industry since 2004. Andrew is registered with LPL Financial LLC and has offices in Ocala, FL. Andrew has a Series 7 and Series 31 license and has been approved to provide investment advice in Florida and Texas. Andrew has experience with Morgan Stanley, Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/02/2014 - Present
LPL Financial LLC (OCALA FL)
FL
06/01/2009 - 11/15/2012
MORGAN STANLEY (OCALA FL)
FL
07/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OCALA FL)
FL
01/01/2008 - 08/05/2008
WACHOVIA SECURITIES, LLC (OCALA FL)
FL
12/09/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OCALA FL)
BOTH
Issued 12/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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