Tonya McCampbell, financial advisor Albany MO
93 score

Tonya McCampbell

CRD Number: 1976880
Current Firm: Investment Advisors Corp

Tonya McCampbell (CRD# 1976880) is an Investment Advisor Representative working at Investment Advisors Corp in Albany, MO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Broker Dealer Financial Services Corp West Des Moines, IA May 2013 - Current 3
Nations Financial Group, Inc. Albany, MO Feb 2009 - May 2013 4
Edward Jones St. Louis, MO Jan 2006 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Tonya L. McCampbell
Phone Number: 515-727-6700
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    554
    MILLIONS
  • Total Number of Accounts
    4,511
    ACCOUNTS
  • Average Account Value
    $122,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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