Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Campbell is an investment advisor representative with Terra Wealth. Dawn has been in the industry since 2009 and holds licenses for both securities and investment advice. Dawn has previously worked with Colorado Financial Service Corporation, Inland Securities Corporation, MVP American Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sanford C. Bernstein & Co., LLC, and Welsh Securities LLC. Dawn specializes in providing financial planning, portfolio management for individuals and businesses, and selecting other advisors.
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.
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.
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WA
01/24/2025 - Present
Terra Wealth (Vancouver WA)
OR
04/26/2018 - 10/31/2018
COLORADO FINANCIAL SERVICE CORPORATION (Sherwood OR)
IL
08/04/2015 - 03/14/2018
INLAND SECURITIES CORPORATION (OAK BROOK IL)
NV
09/11/2014 - 04/30/2015
MVP AMERICAN SECURITIES (LAS VEGAS NV)
MN
09/04/2013 - 09/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
09/16/2010 - 04/23/2013
SANFORD C. BERNSTEIN & CO., LLC (MINNEAPOLIS MN)
MN
06/08/2009 - 08/31/2010
WELSH SECURITIES LLC (MINNEAPOLIS MN)
IA
Issued 12/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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