Unclaimed
Troy Lee Campbell is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Troy has been in the industry since March 1995 and has experience with both individual and institutional clients. Troy specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Troy is registered with the state of Tennessee and has a Series 6, 7, 26, 63, and 65 licenses. Troy has previously worked at Linsco/Private Ledger Corp., Primevest Financial Services, Inc., Banc One Securities Corporation, and First Investors Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TN
01/23/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NASHVILLE TN)
KY
09/04/2007 - 11/27/2007
LINSCO/PRIVATE LEDGER CORP. (WINCHESTER KY)
KY
10/18/2002 - 09/05/2007
PRIMEVEST FINANCIAL SERVICES, INC. (RICHMOND KY)
IL
01/16/2001 - 10/17/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
01/10/1995 - 12/22/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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