Jacob CampbellCRD Number: 6309805
Current Firm: Secure Investment Management, LLC
Jacob Campbell (CRD# 6309805) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 3 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
First Heartland Consultants, Inc.
|Secure Investment Management||Tucson, AZ||May 2014 - Current||3|
|J.d. Mellberg Financial||Tucson, AZ||May 2012 - Current||5|
|Spine & Disc Center Of Arizona||Tucson, AZ||Oct 2007 - May 2012||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management111MILLIONS
Total Number of Accounts1,805ACCOUNTS
Average Account Value$61,429
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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