James
Campbell
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
James Campbell is a financial advisor based in Statesboro, Georgia, with a total of 12 years of industry experience. Campbell is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch and Bank Of America Na. Campbell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 advisors. It controls $1 trillion in assets under management between its 2,864,234 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice vary depending on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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$1,093,689,238,206
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
36,687
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2,864,234
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$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
James Campbell Work History
James has been registered as a financial advisor for 12 years.*
Merrill Lynch
Bank Of America Na
*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 James 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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