Unclaimed
Harrison Jones Campbell is a financial advisor with over 20 years of experience in the industry. Harrison is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Harrison was employed by Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Harrison holds Series 7, 31, and 66 securities licenses, along with the SIE exam. Harrison's areas of expertise include financial planning, portfolio management for individuals, businesses, and investment companies. Harrison serves clients across a variety of industries, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Harrison's experience and expertise make him a valuable resource for individuals and businesses seeking comprehensive financial advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
06/01/2009 - Present
Morgan Stanley (Montgomery AL)
AL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MONTGOMERY AL)
AL
02/22/2005 - 04/02/2007
MORGAN STANLEY DW INC. (MONTGOMERY AL)
IN
06/05/2002 - 11/16/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/05/2002 - 11/16/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 06/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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