Unclaimed
John Campbell is a financial professional with over 30 years of experience in the financial services industry. John has been registered with Cambridge Investment Research Advisors, Inc. since 2011. Prior to that, John was registered with CUNA Brokerage Services, Inc., IFG Network Securities, Inc., and EQ Financial Consultants, Inc. John provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans. John is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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
OH
12/02/2011 - Present
Cambridge Investment Research Advisors, Inc. (SPRINGFIELD OH)
OH
11/13/2001 - 12/06/2011
CUNA BROKERAGE SERVICES, INC. (SPRINGFIELD OH)
GA
08/08/1996 - 10/19/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
07/30/1992 - 08/16/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/30/1992 - 08/16/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/14/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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