Patrick Campbell, financial advisor Atlanta GA

Patrick Campbell

CRD Number: 6575923
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Patrick Campbell (CRD# 6575923) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Atlanta, GA Jul 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated( Atlanta, GA Jun 2019 - Current 2
E*trade Securities LLC Alpharetta, GA Sep 2017 - Jun 2019 1
E*trade Capital Management LLC Alpharetta, GA Sep 2017 - Jun 2019 1
E*trade Capital Management LLC Alpharetta, GA May 2017 - Sep 2017 < 1
E*trade Securities LLC Alpharetta, GA Oct 2015 - Sep 2017 1
Free Flite Bicycles Marietta, GA Apr 2014 - Nov 2015 1
Berry College Mount Berry, GA Aug 2010 - Jun 2014 3
Viking Cycle Works (berry College Student Enterprise) Mount Berry, GA Aug 2011 - May 2014 2
Pullen's Ordinary Bicycles Rome, GA Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
S63 Uniform Securities State Law Examination Dec 2015
Contact Info for Patrick T. Campbell
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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