Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Thorn Campbell is an investment advisor representative with Kestra Advisory Services, LLC based in Charlotte, NC. Charles has been working in the financial industry since 1991 and has experience with MML Investors Services, LLC, Walnut Street Securities, Inc. and G. R. Phelps & Co., Inc.. Charles holds the Series 6, Series 63, Series 65 and SIE licenses. Charles specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Charles is also registered to provide advisory services in North Carolina, Georgia, South Carolina and Wisconsin.
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.
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
NC
04/19/2016 - Present
Kestra Advisory Services, LLC (CHARLOTTE NC)
NC
04/11/2013 - 03/28/2014
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
06/01/2006 - 03/27/2013
WALNUT STREET SECURITIES, INC. (CHARLOTTE NC)
NC
03/01/1996 - 05/26/2006
MML INVESTORS SERVICES, INC. (CHARLOTTE NC)
NA
11/27/1991 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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