Sharon Campbell
CRD Number: 2179020Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sharon Campbell (CRD# 2179020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingwood, TX and has over 32 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingwood, TX | Sep 2021 - Current | 2 |
Cetera Advisors | St. Cloud, MN | Apr 2021 - Jul 2021 | < 1 |
Mml Investors Services LLC | The Woodlands, TX | Sep 2020 - Apr 2021 | < 1 |
Massmutual Life Insurance Co | The Woodlands, TX | Sep 2020 - Apr 2021 | < 1 |
Unemployed | The Woodlands, TX | Jan 2020 - Aug 2020 | < 1 |
Raymond James & Associates | Woodlands, TX | Feb 2019 - Dec 2019 | < 1 |
Wells Fargo Clearing Services, LLC | The Woodlands, TX | Dec 2014 - Jan 2019 | 4 |
Wells Fargo Advisors, LLC | The Woodlands, TX | Dec 2014 - Nov 2016 | 1 |
Ubs Financial Services Inc. | The Woodlands, TX | Oct 2007 - Dec 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1992 |
S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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