Matthew Campbell (CRD# 2136394) is an Investment Advisor Representative working at Equitable Advisors, LLC in Jacksonville, FL and has over 17 years of experience in the finance industry.
CRD# 1575083
Ameriprise Financial Services, LLC
CRD# 3235323
Equitable Advisors, LLC
CRD# 4687818
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Mar 2024 - Current | < 1 |
| Transamerica Financial Advisors, Inc. | Jacksonville, FL | Nov 2020 - Mar 2024 | 3 |
| Transamerica Agency Network | Jacksonville, FL | Aug 2020 - Mar 2024 | 3 |
| Pruco Securities, LLC | Jacksonville, FL | Jun 2011 - Jul 2020 | 9 |
| The Prudential Insurance Company Of America | Jacksonville, FL | Jun 2011 - Jul 2020 | 9 |
| Prudential Advisors/ Pruco Securities | Jacksonville, FL | Jun 2011 - Jul 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- FL
- GA
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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
- Pension consulting services
- 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, 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, VI, VT, WA, WI, WV, WY
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