Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Campbell is a financial advisor at Great Valley Advisor Group, Inc. Trevor has been in the financial services industry since January 31, 2011. Trevor has extensive experience in providing financial advice and portfolio management services to individuals, families, and businesses. Trevor is also a licensed insurance agent and can provide insurance advice to clients. Trevor holds a Series 7, Series 63, Series 65 and Series 66 securities licenses and is registered with both FINRA and the state of Minnesota. Trevor is committed to providing clients with personalized financial advice and helping 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.
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.
Consulting services
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.
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2
MN
01/23/2024 - Present
Great Valley Advisor Group, Inc. (Minnetonka MN)
MN
02/03/2021 - 06/27/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Minnetonka MN)
NJ
10/13/2015 - 02/21/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
08/20/2014 - 08/03/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/03/2013 - 07/31/2014
MORGAN STANLEY (BLOOMINGTON MN)
MN
06/25/2012 - 01/04/2013
PARK AVENUE SECURITIES LLC (MINNEAPOLIS MN)
MN
01/28/2009 - 04/15/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
MN
05/27/2008 - 08/21/2008
AMERIPRISE FINANCIAL SERVICES, INC. (BURNSVILLE MN)
MN
02/13/2007 - 08/29/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 10/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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