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Matthew Edward Campbell

Touchstone Advisors Inc.

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About Matthew Edward Campbell

Matthew Edward Campbell is a registered investment advisor representative with Touchstone Advisors Inc. based in Cincinnati, Ohio. Matthew has been in the financial services industry since 2007 and has experience with both Princor Financial Services Corporation and Morgan Stanley Smith Barney. Matthew is also a registered investment advisor representative in North Carolina, Ohio, South Carolina and Illinois. In addition to Matthew's work with Touchstone Advisors Inc., Matthew is also co-founder and VP Business of Rocco Industries, LLC, a horticulture technology company.

Firm Information

Matthew Campbell is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Campbell’s Registration & Firm History

OH

03/14/2013 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

NC

08/31/2010 - 12/21/2012

PRINCOR FINANCIAL SERVICES CORPORATION (HUNTERSVILLE NC)

NC

06/01/2009 - 08/30/2010

MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)

NC

08/16/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (CORNELIUS NC)

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Licenses & Designations

BOTH

Issued 10/15/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 08/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Edward Campbell.
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