Brandon C. Campbell
Professional summary
Brandon C Campbell, who also goes by Brandon Campbell, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Brentwood, Tennessee and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Owings Mills, Maryland.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Brandon has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandon C Campbell's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2024 - Present
T. ROWE PRICE ADVISORY SERVICES, INC.
September 11, 2023 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: Two Financial Center 4545 Painters Mill Road, Owings Mills, MD 21117November 23, 2022 - May 2, 2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
November 22, 2022 - May 2, 2023
INVESTMENT DISTRIBUTORS, INC.
March 16, 2022 - June 27, 2022
FORESIDE FUND SERVICES, LLC
July 16, 2021 - February 3, 2022
PRINCIPAL SECURITIES, INC.
June 30, 2021 - February 3, 2022
PRINCIPAL SECURITIES, INC.
December 4, 2018 - December 31, 2020
MML DISTRIBUTORS, LLC
August 26, 2015 - October 19, 2018
TOUCHSTONE SECURITIES, INC.
May 21, 2014 - August 24, 2015
ALLIANZ LIFE FINANCIAL SERVICES, LLC
May 21, 2007 - May 5, 2014
GLOBAL ATLANTIC DISTRIBUTORS, LLC
Primary Firm SEC Registration
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 11/8/2021
General Securities Representative ExaminationFINRA
Current Firm
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,014 |
| AUM (Assets Under Management) | $ 3,861,357,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
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.