Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Patrick Campbell is a financial advisor with over 26 years of experience in the industry. Jerald has worked at LPL Financial LLC since 2013 and previously worked at National Planning Corporation and U.S. Bancorp Piper Jaffray Inc. Jerald holds Series 7, Series 24, Series 63, and Series 65 licenses and is registered to provide investment advice in 22 states. Jerald's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MT
01/08/2021 - Present
LPL Financial LLC (BUTTE MT)
MT
06/20/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (BUTTE MT)
MT
04/26/2002 - 06/25/2013
LPL FINANCIAL LLC (BUTTE MT)
MN
09/13/1996 - 05/14/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 09/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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