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Tonya L McCampbell

Cambridge Investment Research Advisors, Inc.

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About Tonya L McCampbell

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.

Firm Information

Tonya McCampbell is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees from 3rd party money managers

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Tonya McCampbell’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tonya L McCampbell.
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