Unclaimed
Linda Denise Campbell is a financial advisor at Edelman Financial Engines. Linda has been in the industry for over 10 years and holds the Series 6, 7 and 66 securities licenses. Linda is a CERTIFIED FINANCIAL PLANNER™ professional. Linda has experience working with individuals, businesses, high-net-worth clients, charitable organizations, and pension and profit-sharing plans. Linda is registered to provide investment advisory services in Ohio and Texas. Prior to joining Edelman Financial Engines, Linda was a registered representative at EF Legacy Securities, LLC and Sanders Morris Harris LLC.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OH
10/06/2022 - Present
Edelman Financial Engines (COLUMBUS OH)
OH
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (COLUMBUS OH)
OH
02/08/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (COLUMBUS OH)
GA
01/23/1997 - 05/16/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 03/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Linda Campbell is the right advisor for you? Invested Better is here to help.