Ted Campbell, financial advisor Novi MI

Ted Campbell

CRD Number: 2952789
Current Firm: Fidelity Personal And Workplace Advisors

Ted Campbell (CRD# 2952789) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Novi, MI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Novi, MI Jan 2019 - Current 5
Td Ameritrade Novi, MI Jul 2018 - Jan 2019 < 1
E*trade Securities LLC Farmington Hills, MI Feb 2015 - Jun 2018 3
E*trade Capital Management LLC Farmington Hills, MI Feb 2015 - Jun 2018 3
Pnc Investments Canton, MI Aug 2014 - Jan 2015 < 1
Pnc Bank Canton, MI Aug 2014 - Jan 2015 < 1
Jpmorgan Chase Bank Northville, MI Nov 2013 - Aug 2014 < 1
Jpmorgan Securities LLC Northville, MI Nov 2013 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for Ted G. Campbell
Phone Number: 617-563-7000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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