Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Campbell is a financial advisor at Integrated Advisors Network LLC. Terri has over 30 years of experience in the financial services industry. Terri holds the Series 7 and Series 63 licenses. Terri is also a Chartered Financial Analyst. Terri is registered with the state of Florida, California, and Massachusetts. Terri works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Terri provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Terri has previously worked with other firms such as Liberty Mutual Group Asset Management, Archer Bay Capital LLC, John Hancock Funds, Inc., Signator Investors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/04/2018 - Present
Integrated Advisors Network LLC (DALLAS TX)
MA
06/22/1998 - 03/27/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/17/1995 - 11/12/1996
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
NY
05/29/1991 - 03/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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