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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Davon Campbell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Charlotte, North Carolina. Lawrence Davon Campbell has been in the industry since June 16, 2024. Lawrence Davon Campbell has passed the Series 7TO, SIE, and Series 66 exams. Lawrence Davon Campbell is registered with FINRA, in North Carolina and Texas and is also registered in North Carolina as an investment advisor. Lawrence Davon Campbell is a member of the following professional organizations: Merrill Lynch, Pierce, Fenner & Smith Inc. Lawrence Davon Campbell specializes in financial planning, investment management, insurance and other financial services. Lawrence Davon Campbell is dedicated to helping clients achieve their financial goals. Lawrence Davon Campbell provides a variety of financial services to both individual and institutional clients, including retirement planning, investment management, and insurance. Lawrence Davon Campbell is committed to providing clients with personalized service and advice that meets their unique needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
11/25/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
BOTH
Issued 07/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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