Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Robert Campbell is an active advisor with Wells Fargo Advisors Financial Network, LLC. Terry has been in the industry since April 17, 1989, and has worked at several firms, including A. G. Edwards & Sons, Inc. and Wells Fargo Clearing Services, LLC. Terry has a diverse background, including a specialization in various investment categories. They hold the Series 66, Series 63, Series 10, Series 9, SIE, and Series 7 licenses and is registered in multiple states, including Alabama, Arizona, California, Delaware, Florida, and more. Terry is also the sole owner of Integral Wealth Management, LLC, a related investment business based in Stuart, Florida.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
08/23/2021 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
OH
01/01/2008 - 08/19/2021
WELLS FARGO CLEARING SERVICES, LLC (CHAGRIN FALLS OH)
OH
04/18/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHARDON OH)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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