Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Campbell is a financial advisor with over 16 years of experience in the industry. Thomas is currently registered with Merit Financial Advisors and previously worked for LPL Financial LLC, Triad Advisors LLC, and FSC Securities Corporation. Thomas has a broad range of experience in financial planning and portfolio management. Thomas is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Consulting fees
1
2
NC
06/22/2023 - Present
Merit Financial Advisors (Raleigh NC)
NC
06/16/2023 - 08/16/2024
LPL FINANCIAL LLC (RALEIGH NC)
NC
02/08/2012 - 06/20/2023
TRIAD ADVISORS LLC (RALEIGH NC)
NC
08/06/2007 - 02/10/2012
FSC SECURITIES CORPORATION (RALEIGH NC)
BOTH
Issued 09/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2015
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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