Taylor Campbell (CRD# 6870450) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Glen Allen, VA and has over 5 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Glen Allen, VA | Jul 2021 - Current | 2 |
| Green Compass Global, Ltd. | Wilmington, NC | May 2021 - Jul 2021 | < 1 |
| Virginia Asset Management | Midlothian, VA | Jun 2019 - Jul 2021 | 2 |
| Securian Financial Services Inc. | St Paul, MN | Jun 2019 - Jul 2021 | 2 |
| Minnesota Life Insurance Company | St. Paul, MN | May 2018 - May 2019 | 1 |
| Securian Financial Services Inc. | St. Paul, MN | May 2018 - May 2019 | 1 |
| Virginia Asset Management | Midlothian, VA | May 2018 - May 2019 | 1 |
| Tazza Kitchen | Richmond, VA | Jan 2018 - Aug 2018 | < 1 |
| Securian Financial Services Inc. | St. Paul, MN | Mar 2018 - May 2018 | < 1 |
| Massmutual Greater Richmond | Glen Allen, VA | May 2017 - Mar 2018 | < 1 |
| C.h. Robinson | Richmond, VA | Apr 2016 - May 2017 | 1 |
| Brew Gastropub | Midlothian, VA | Dec 2015 - Apr 2016 | < 1 |
| Center Of The Universe Brewing Company | Ashland, VA | Oct 2015 - Apr 2016 | < 1 |
| Metro Systems, Inc. | Midlothian, VA | Aug 2015 - Nov 2015 | < 1 |
| Glory Days Grill | Gainesville, VA | May 2015 - Aug 2015 | < 1 |
| Pk's Bar And Grill | Blacksburg, VA | Aug 2013 - May 2015 | 1 |
| Virginia Tech | Blacksburg, VA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- TX
- VA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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