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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Campbell is a financial advisor with Prosperity - An EisnerAmper Company, located in Raleigh, NC. Nancy has been in the industry since 2009 and holds the Series 7, Series 66, and SIE exams. Nancy has previously worked with Avantax Investment Services, Inc. and 1st Global Capital Corp. Nancy’s areas of focus include financial planning, pension consulting, and portfolio management for individuals.
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.
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.
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NC
08/07/2024 - Present
Prosperity - AN Eisneramper Co. (Raleigh NC)
NC
10/25/2019 - 08/19/2024
AVANTAX INVESTMENT SERVICES, INC. (RALEIGH NC)
NC
12/11/2009 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (RALEIGH NC)
BOTH
Issued 01/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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