JC
Joseph M. Campbell
TRUIST ADVISORY SERVICES
ATLANTA, GA 30327
Some features on this profile are disabled
CRD#: 2921217
JC
Professional summary
Joseph Murphy Campbell, CIMA®, who also goes by Joseph M Campbell, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Joseph has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph M Campbell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ESTATE OF JOEL KATZ POSITION: Co-Trustee NATURE: Acting as CO-Trustee alongside Joel's daughters on various trusts for the benefit of his widow, children and grandchildren INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/31/2025 ADDRESS: Atlanta GA, United States DESCRIPTION: Co-Trustee along with Joel's daughters of various trusts for the benefit of his widow, children and grandchildren. ESTATE OF JOEL KATZ POSITION: Co-Executor NATURE: Co-Executor Joel Katz Estate with his two adult children INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/31/2025 ADDRESS: Atlanta GA, United States DESCRIPTION: CO-Executor - working with Joel's 2 two daughters to settle his Estate.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Murphy Campbell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 13, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3300 Northside Parkway Nw, Atlanta, GA 30327RIA
CRD#: 283390
ATLANTA, GA
Current
January 13, 2004 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3300 Northside Pkwy Nw, Atlanta, GA 30327BD
CRD#: 17499
Atlanta, GA
Past
January 4, 2005 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ATLANTA, GA
Past
December 31, 2001 - November 7, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
CHARLOTTE, NC
Past
January 1, 1999 - November 7, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
October 20, 1997 - September 10, 1998
WACHOVIA SECURITIES, INC.
BD
CRD#: 431
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/25/2007)
RR
Alaska(8/29/2012)
RR
Arizona(6/18/2007)
RR
Arkansas(6/25/2007)
RR
California(3/16/2007)
RR
Colorado(6/25/2007)
RR
Connecticut(6/25/2007)
RR
Delaware(6/25/2007)
RR
District of Columbia(6/18/2007)
RR
Florida(3/16/2007)
RR
Georgia(1/13/2004)
IAR
Georgia(10/11/2016)
RR
Hawaii(8/29/2012)
RR
Idaho(6/25/2007)
RR
Illinois(6/25/2007)
RR
Indiana(6/25/2007)
RR
Iowa(6/25/2007)
RR
Kansas(6/25/2007)
RR
Kentucky(6/25/2007)
RR
Louisiana(6/25/2007)
RR
Maine(6/25/2007)
RR
Maryland(6/18/2007)
RR
Massachusetts(6/25/2007)
RR
Michigan(6/25/2007)
RR
Minnesota(6/25/2007)
RR
Mississippi(6/25/2007)
RR
Missouri(6/25/2007)
RR
Montana(6/25/2007)
RR
Nebraska(6/25/2007)
RR
Nevada(6/25/2007)
RR
New Hampshire(6/25/2007)
RR
New Jersey(6/25/2007)
RR
New Mexico(6/25/2007)
RR
New York(6/18/2007)
RR
North Carolina(3/16/2007)
RR
North Dakota(6/25/2007)
RR
Ohio(6/26/2007)
RR
Oklahoma(6/25/2007)
RR
Oregon(6/25/2007)
RR
Pennsylvania(6/25/2007)
RR
Puerto Rico(6/25/2007)
RR
Rhode Island(6/25/2007)
RR
South Carolina(6/18/2007)
RR
South Dakota(6/25/2007)
RR
Tennessee(3/16/2007)
RR
Texas(6/18/2007)
RR
Utah(6/25/2007)
RR
Vermont(6/25/2007)
RR
Virginia(6/18/2007)
RR
Washington(6/25/2007)
RR
West Virginia(6/25/2007)
RR
Wisconsin(6/25/2007)
RR
Wyoming(6/25/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
