Timothy Campbell, financial advisor Uniontown OH
71 score

Timothy Campbell

CRD Number: 4459935
Current Firm: Prudential Financial Planning Services

Timothy Campbell (CRD# 4459935) is an Investment Advisor Representative working at Prudential Financial Planning Services in Uniontown, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Uniontown, OH Jul 2017 - Current < 1
The Prudential Insurance Company Of America Uniontown, OH Jul 2017 - Current < 1
The Huntington Investment Company Akron, OH Feb 2017 - Jul 2017 < 1
Lpl Financial LLC Barberton, OH Sep 2013 - Jul 2017 3
Firstmerit Bank, N.a. Akron, OH Aug 2011 - Jul 2017 5
Firstmerit Finacial Services Barberton, OH Aug 2011 - Sep 2013 2
Securities America Inc. Lavista, NE Jan 2011 - Aug 2011 < 1
Key Investment Services LLC Canton, OH Jan 2010 - Jan 2011 1
Chase Investment Services Corp. Chicago, IL Sep 2003 - Dec 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Timothy A. Campbell
Phone Number: 800-235-7637
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,161
    MILLIONS
  • Total Number of Accounts
    41,530
    ACCOUNTS
  • Average Account Value
    $124,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
71

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