Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carri? Claim Your ProfileCarri Le Campbell is an investment advisor representative registered with Cambridge Investment Research Advisors, Inc. Carri has been in the industry since December 13, 1988. Carri is a Registered Representative with Cambridge Investment Research, Inc. and is also an investment advisor representative with Cambridge Investment Research Advisors, Inc. Carri holds a Series 7, Series 63, and Series 65 license and is a Chartered Financial Consultant. Carri has worked for several firms in the past, including Capital Financial Services, Inc., United Heritage Financial Services, Inc., and Cambridge Investment Research, Inc.. Carri has also served as a volunteer for US Term Limits. Carri is currently registered with the state of Idaho. Carri specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for businesses and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
ID
01/02/2019 - Present
Cambridge Investment Research Advisors, Inc. (Eagle ID)
ID
03/07/2007 - 12/31/2018
CAPITAL FINANCIAL SERVICES, INC. (EAGLE ID)
ID
06/11/2004 - 03/07/2007
UNITED HERITAGE FINANCIAL SERVICES, INC. (EAGLE ID)
IA
06/04/2001 - 06/22/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NY
03/14/2000 - 07/20/2001
AXA ADVISORS, LLC (NEW YORK NY)
OH
04/08/1993 - 12/31/1999
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
AZ
07/11/1989 - 04/07/1993
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
08/25/1988 - 06/03/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carri Campbell is the right advisor for you? Invested Better is here to help.
