Matthew Campbell (CRD# 6039653) is an Investment Advisor Representative working at Prudential Financial Planning Services in Franklin, NY and has over 11 years of experience in the finance industry.
CRD# 2997972
Securities America Advisors, Inc.
CRD# 2859027
Lpl Financial LLC
CRD# 2485394
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Franklin, NY | Mar 2012 - Current | 12 |
| Pruco Securities, LLC | Franklin, NY | Mar 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
- NY
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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