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Troy Lee Campbell

Tiaa-Cref Individual & Institutional Services, LLC

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About Troy Lee Campbell

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.

Firm Information

Troy Campbell is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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other

Compensation from affiliates

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Troy Campbell’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Troy Lee Campbell.
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