Jeffrey Campbell, financial advisor Fort Worth TX
96 score

Jeffrey Campbell

CRD Number: 1365659
Current Firm: Principal Securities, Inc.

Jeffrey Campbell (CRD# 1365659) is an Investment Advisor Representative working at Principal Securities, Inc. in Fort Worth, TX and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Princor Financial Services Fort Worth, TX Mar 2007 - Current 9
Principal Life Insurance Fort Worth, TX Mar 2007 - Current 9
Metlife Securities, Inc. Addison, TX Jan 2005 - Feb 2007 2
Metropolitan Life Ins. Company Addison, TX Jan 2005 - Feb 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Jeffrey C. Campbell
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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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