Amanda Campbell, financial advisor Charleston SC
96 score

Amanda Campbell

CRD Number: 5530910
Current Firm: Securian Financial Services, Inc.

Amanda Campbell (CRD# 5530910) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Charleston, SC and has over 8 years of experience in the finance industry. Amanda Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securian Financial Services Inc. St Paul, MN Mar 2014 - Current 2
Minnesota Life Insurance Co St Paul, MN Mar 2014 - Current 2
Commonwealth Financial Group Daniel Island, SC Mar 2014 - Current 2
Cadaret, Grant & Company, Inc. Raleigh, NC Jun 2008 - Feb 2014 5
Columbia Ridge Capital Management Raleigh, NC May 2008 - Feb 2014 5
The Carolina Club Chapel Hill, NC Apr 2005 - Aug 2008 3
University Of North Carolina Chapel Hill, NC Aug 2004 - Apr 2008 3
Study Abroad Milan, Jan 2007 - Jun 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2008
S63 Uniform Securities State Law Examination Aug 2008
Contact Info for Amanda R. Campbell
Phone Number: 651-665-5609
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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