Kareem Campbell, financial advisor Waldorf MD

Kareem Campbell

CRD Number: 7170390
Current Firm: Pnc Investments

Kareem Campbell (CRD# 7170390) is an Investment Advisor Representative working at Pnc Investments in Waldorf, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments LLC Waldorf, MD Dec 2023 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Upper Marlboro, MD Feb 2023 - Dec 2023 < 1
Bank Of America N.a. Upper Marlboro, MD Feb 2023 - Dec 2023 < 1
Jpmorgan Chase Bank N.a. Washington, DC Aug 2019 - Feb 2023 3
J.p. Morgan Securities LLC Washington, DC Aug 2019 - Feb 2023 3
Frontpoint Security Vienna, VA Dec 2018 - Jul 2019 < 1
Wells Fargo Washington, DC Mar 2017 - Dec 2018 1
Pnc Bank Washington, DC Sep 2014 - Mar 2017 2
Liberty College Lynchburg, VA Aug 2008 - May 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2023
S63 Uniform Securities State Law Examination Oct 2019
Contact Info for Kareem Campbell
Phone Number: 800-762-6111
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    23,896
    MILLIONS
  • Total Number of Accounts
    152,189
    ACCOUNTS
  • Average Account Value
    $157,014
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, WY

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