Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Campbell is a financial advisor with over 20 years of experience in the financial services industry. Brian has held positions at several reputable firms including Vanguard Marketing Corporation, PNC Investments and Pruco Securities Corporation. Brian is currently an Investment Advisor Representative at Bryn Mawr Capital Management, LLC and is registered to provide investment advisory services in Delaware and Pennsylvania. Brian holds a Series 6, 7, 63 and 65 licenses, as well as the SIE Exam. He is a Certified Financial Planner (CFP) and specializes in Financial Planning, Portfolio Management for Individuals and Pension Consulting.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-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.
A percentage of the total value of assets under management is charged.
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2
PA
05/10/2024 - Present
Bryn Mawr Capital Management, LLC (Berwyn PA)
PA
06/24/2013 - 05/01/2024
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
01/02/2009 - 06/14/2013
PNC INVESTMENTS (FRAZER PA)
PA
01/05/2005 - 03/28/2008
CMS INVESTMENT RESOURCES, INC. (WYNNEWOOD PA)
NJ
12/16/2003 - 01/03/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
RI
03/18/2003 - 12/10/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
03/22/2000 - 03/05/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/04/1996 - 05/08/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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