Unclaimed
Brandon Campbell is an investment advisor representative registered with T. Rowe Price Advisory Services, Inc. Brandon has been in the financial services industry since 2007 and has experience in providing financial planning, investment management, and portfolio management for individuals. Brandon is registered with the Securities and Exchange Commission as well as with several state regulatory agencies. Brandon also has experience with Investment Distributors, Inc., Foreside Fund Services, LLC, Principal Securities, Inc., MML Distributors, LLC, Touchstone Securities, Inc., Allianz Life Financial Services, LLC, and Forethought Distributors, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
TN
07/09/2024 - Present
T. Rowe Price Advisory Services, Inc. (Brentwood TN)
AL
11/22/2022 - 05/02/2023
INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)
ME
03/16/2022 - 06/27/2022
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
TN
06/30/2021 - 02/03/2022
PRINCIPAL SECURITIES, INC. (BRENTWOOD TN)
MA
12/04/2018 - 12/31/2020
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
OH
08/26/2015 - 10/19/2018
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
MN
05/21/2014 - 08/24/2015
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
CT
05/21/2007 - 05/05/2014
FORETHOUGHT DISTRIBUTORS, LLC (HARTFORD CT)
IA
Issued 03/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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