James Campbell, financial advisor Statesboro GA
90 score

James Campbell

CRD Number: 5908277
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

James Campbell (CRD# 5908277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Statesboro, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America Na Statesboro, GA Jun 2011 - Current 5
Merrill Lynch Statesboro, GA Mar 2011 - Current 5
Jim Campbell Consulting Statesboro, GA Dec 2010 - Mar 2011 < 1
Harris Computer Statesboro, GA Dec 2009 - Dec 2010 1
Tailored Business Systems, Inc. Statesboro, GA Jul 1983 - Dec 2009 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for James L. Campbell
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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