Joseph
Campbell

Truist Advisory Services, Inc

CRD#2921217
Investment Advisor
in Atlanta, GA

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About this Advisor

Joseph Campbell is a financial advisor operating in Atlanta, Georgia who has 7 years of relevant experience. Campbell works at Truist Advisory Services, Inc. Over the course of their career, Campbell has held roles at Suntrust Banks, Inc, Suntrust Investment Services, Inc, Suntrust Advisory Services and Suntrust Bank. Campbell has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Truist Advisory Services, Inc is a registered investment company based out of Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 employees. It has $53 billion in assets under management between its 125,600 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 customer accounts, just 12% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fee schedules largely are based on the type of services offered. However, fees charged by Truist Advisory Services, Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3300 Northside Parkway Nw SandE
Atlanta, GA 30327

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

GA Average: $3,570,121,308
Total Number of Employees

2,842

GA Average: 58
Total Number of Accounts

125,600

GA Average: 1,608
Average Account Size

$423,328

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Joseph Campbell Work History

Joseph has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Suntrust Advisory Services

2014 - Present (10 years)

Suntrust Bank

2014 - Present (10 years)

Suntrust Investment Services, Inc

2004 - 2014 (10 years)

Suntrust Investment Services, Inc

2003 - 2014 (11 years)

Suntrust Banks, Inc

*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 Joseph Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Matthew Speed
Atlanta, GA
Matthew Johnson
Raleigh, NC
Timothy Mann
Charlotte, NC
Samson Orina
Atlanta, GA
Matti Gordon
Cumming, GA
Susan Seitter
Richmond, VA
Pedro Paulo Lourenco
Houston, TX
Bridget Doane
Williamsburg, VA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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