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TC

Terrance A. Campbell

VANGUARD ADVISERS
PLANO, TX 75024
Some features on this profile are disabled
CRD#: 5216774
TC
Terrance Andreco CampbellVANGUARD ADVISERS

Professional summary

Terrance Andreco Campbell, who also goes by Coach Campbell, Terrance A Campbell, Terrance Campbell, is a registered financial advisor currently at VANGUARD ADVISERS, INC. located in Plano, Texas and VANGUARD MARKETING CORPORATION located in Plano, Texas.

Terrance is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Terrance has worked at 7 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, Series 6TO, SIE and Series 7 exams.

Aliases

Coach Campbell | Terrance A Campbell | Terrance 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.
NAME OF BUSINESS: PIVOT TRANSFORMATION ACADEMY, LLC NON-INVESTMENT-RELATED ADDRESS: ATLANTA, GA NATURE OF BUSINESS: PROFESSIONAL DEVELOPMENT POSITION: OWNER START DATE: 07/2025 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CREATE EDUCATIONAL CONTENT, MANAGE BUSINESS OPERATIONS NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CARROLLTON, TX NATURE OF BUSINESS: FOOTBALL OFFICIATING POSITION: FOOTBALL OFFICIAL START DATE: 06/2026 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OFFICIATE FOOTBALL GAMES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Andreco Campbell's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 12, 2026 - Present

VANGUARD ADVISERS, INC.

Office #1: 7900 Windrose Ave, Plano, TX 75024
RIA
CRD#: 106715
PLANO, TX
Current

August 12, 2026 - Present

VANGUARD MARKETING CORPORATION

Office #1: 7900 Windrose Ave, Plano, TX 75024
BD
CRD#: 7452
PLANO, TX
Past

June 26, 2025 - July 8, 2026

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Carrollton, TX
Past

September 19, 2023 - July 8, 2026

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

March 20, 2023 - August 16, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEWISVILLE, TX
Past

July 10, 2013 - May 2, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
ATLANTA, GA
Past

July 1, 2013 - May 2, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ATLANTA, GA
Past

April 9, 2007 - April 30, 2007

TD AMERITRADE, INC.

BD
CRD#: 7870
FORT WORTH, TX

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".
VA
VANGUARD ADVISERS, INC.
VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA
Registered Investment Advisory firm - (7/28/1995 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
Texas
(8/12/2026)
IAR
Texas
(8/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/27/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/28/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/19/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/20/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/29/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/1/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VANGUARD ADVISERS, INC.
VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA
Registered Investment Advisory firm - (7/28/1995 Approved)
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Contact information

Main Address
100 Vanguard Blvd, Malvern, PA 19355
Mailing Address
Phone number
(610) 669-1000
Established
Firm type
Fiscal year end
# of Employees
2,225

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VANGUARD MODEL PORTFOLIOS (2/2/2026)
VANGUARD PERSONAL ADVISOR SELECT (1/2/2026)
VANGUARD DIGITAL ADVISOR AND VANGUARD PERSONAL ADVISOR (1/2/2026)
VANGUARD SITUATIONAL ADVISOR BROCHURE (1/2/2026)
STABLE VALUE (9/29/2025)
VANGUARD MANAGED ACCOUNT PROGRAM AND PERSONAL ONLINE ADVISOR (9/29/2025)

Regulatory assets under management

Total Number of Accounts698,843
AUM (Assets Under Management)$ 300,434,933,763

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/24/2025
Cover Page
Report
10/23/2024
Cover Page
Report
06/28/2023
Cover Page
Report

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.

Company Information

VANGUARD ADVISERS, INC.

CRD#: 106715Plano, TX 75024

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