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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Pearl Campbell is a financial advisor with LPL Financial LLC in FORT MILL, SC. Rachel has been in the industry since 2004 and has experience with Waddell & Reed, Cetera Advisors LLC, Valmark Securities, Inc. and Delta Equity Services Corporation. Rachel holds Series 4, 7, 24, 52TO, 53, 66 and 99TO licenses. Rachel offers consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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
SC
05/11/2021 - Present
LPL Financial LLC (FORT MILL SC)
KS
05/28/2019 - 09/15/2021
WADDELL & REED (OVERLAND PARK KS)
KS
11/14/2017 - 05/16/2019
CETERA ADVISORS LLC (OVERLAND PARK KS)
OH
02/18/2016 - 10/09/2017
VALMARK SECURITIES, INC. (AKRON OH)
KS
03/14/2008 - 02/12/2016
WADDELL & REED (OVERLAND PARK KS)
MA
04/06/2004 - 02/15/2008
DELTA EQUITY SERVICES CORPORATION (NEEDHAM MA)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/01/2006
Series 4 - Registered Options Principal Examination
BC
Issued 07/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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