Marcia K. Campbell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Marcia K Campbell was a registered financial professional .
Marcia is a previously registered financial professional and started their career in finance in 1986. Marcia had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 31, 2018 - December 18, 2019
WEALTHPLAN PARTNERS
January 19, 2018 - December 16, 2019
SECURITIES AMERICA, INC.
November 19, 2010 - January 30, 2018
OSAIC SERVICES, INC.
November 12, 2010 - January 30, 2018
OSAIC SERVICES, INC.
July 23, 2004 - November 15, 2010
NEXT FINANCIAL GROUP, INC.
July 22, 2004 - November 15, 2010
NEXT FINANCIAL GROUP, INC.
June 27, 2000 - July 21, 2004
INVESTACORP ADVISORY SERVICES INC
June 7, 1993 - July 21, 2004
INVESTACORP, INC.
May 6, 1991 - June 23, 1993
TRANSAMERICA FINANCIAL ADVISORS, LLC
April 20, 1990 - May 6, 1991
FIRST LINCOLN INVESTMENTS, INC.
October 7, 1986 - April 24, 1990
CONSECO FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
WEALTHPLAN PARTNERS
CRD#: 158935 / SEC#: 801-72705
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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