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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Campbell? Claim Your ProfileCampbell Thornton Gerrish is a financial advisor with over 47 years of experience in the industry. Campbell is currently registered with M Holdings Securities, Inc. and has been with the firm since March 30, 2001. Campbell specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and high-net-worth individuals. Campbell previously worked for Winged Keel Securities, LLC, Mutual Service Corporation, Hornor, Townsend & Kent, Inc., MML Investors Services, Inc., Penn Mutual Equity Services, Inc., Circle Properties, LTD., Personal Economics Securities Corporation, and Suburban Investors Corp. Campbell holds a Series 65, Series 63, Series 6TO, SIE, Series 7, and Series 1 licenses. Campbell is registered in Alaska, California, Connecticut, Delaware, New York, and South Dakota.
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
NY
03/30/2001 - Present
M Holdings Securities, Inc. (NEW YORK NY)
NY
11/18/2004 - 12/06/2006
WINGED KEEL SECURITIES, LLC (NEW YORK NY)
MA
08/11/1995 - 04/03/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
PA
05/17/1993 - 08/29/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
06/11/1990 - 04/05/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/31/1988 - 04/25/1990
PENN MUTUAL EQUITY SERVICES, INC.
PA
03/22/1984 - 04/25/1990
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NA
04/22/1985 - 12/21/1989
CIRCLE PROPERTIES,LTD.
NA
05/13/1975 - 01/19/1987
PENN MUTUAL EQUITY SERVICES, INC.
NA
12/12/1978 - 07/29/1985
PERSONAL ECONOMICS SECURITIES CORPORATION
NA
08/05/1975 - 12/19/1976
SUBURBAN INVESTORS CORP.
IA
Issued 07/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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