Matthew
Campbell
Transamerica Financial Advisors, Inc
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About this Advisor
Matthew Campbell is a financial advisor who works out of Jacksonville, Florida with a total of 3 years of industry experience. Campbell is on the advisory team at Transamerica Financial Advisors, Inc. Throughout their career, Campbell has worked at Pruco Securities, LLC, The Prudential Insurance Company Of America, Transamerica Financial Advisors, Inc, Prudential Advisors/ Pruco Securities, Personal Rental Property - 904 Bald Eagle Run Tallahassee Fl 323, Rental Property - Docksider, Rental Property - 695 A1A N Pvb Fl, Matthew Campbell Enterprises, LLC, Naifa - Jacksonville, Vacant Lot - Real Estate and Transamerica Agency Network. Campbell maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Transamerica Financial Advisors, Inc is a business based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It oversees $2 billion in assets across its 59,659 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc provides a wide range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which service is provided. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Matthew Campbell Work History
Matthew has been registered as a financial advisor for 3 years.*
Vacant Lot - Real Estate
Transamerica Financial Advisors, Inc
Personal Rental Property - 904 Bald Eagle Run Tallahassee Fl 323
Transamerica Agency Network
Naifa - Jacksonville
Matthew Campbell Enterprises, LLC
Rental Property - 695 A1A N Pvb Fl
Pruco Securities, LLC
The Prudential Insurance Company Of America
Prudential Advisors/ Pruco Securities
Rental Property - Docksider
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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