Elizabeth Campbell, financial advisor Plainville MA
93 score

Elizabeth Campbell

CRD Number: 5382495
Current Firm: Raymond James Financial Services Advisors, Inc.

Elizabeth Campbell (CRD# 5382495) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainville, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Plainville, MA Feb 2012 - Current 4
Raymond James Financial Services,inc Plainville, MA Jan 2012 - Current 4
Sallale Financial Strategies, Llc Rjfs Plainville, MA Jan 2012 - Current 4
Edward Jones Attleboro, MA Nov 2011 - Jan 2012 < 1
Christine Roessel, Commonwealth Financial Network South Easton, MA May 2007 - Oct 2011 4
Lake View Pavilion Foxboro, MA Oct 1996 - Nov 2008 12
Maloof & Associates Easton, MA Nov 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Elizabeth O. Campbell
Phone Number: 727-567-5877
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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