Unclaimed
Tonya McCampbell is a financial professional with over 16 years of experience in the industry. Tonya is currently registered with Cambridge Investment Research Advisors, Inc., where Tonya provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Tonya has a strong background in securities and investment products, having previously held positions at Broker Dealer Financial Services Corp., Nations Financial Group, Inc., and Edward Jones. Tonya is committed to providing her clients with personalized financial advice and guidance to help them 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
10/20/2018 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
MO
05/03/2013 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (ALBANY MO)
MO
02/05/2009 - 05/02/2013
NATIONS FINANCIAL GROUP, INC. (ALBANY MO)
MO
03/28/2006 - 01/12/2009
EDWARD JONES (ALBANY MO)
BOTH
Issued 04/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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