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Graham C. Campbell
TABULA RASA ADVISORS
BIRMINGHAM, AL 35223
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CRD#: 7732583
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Professional summary
Graham Chase Campbell is a registered financial advisor currently at TABULA RASA ADVISORS, LLC located in Birmingham, Alabama.
Graham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Graham has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Pearce, Bevill, Leesburg, Moore, PC Not investment related 110 Office Park Drive, Suite 100 CPA Firm Director 09/2008 120 hours/month
CRS (Client Relationship Summary) - RIA
Click below to view Graham Chase 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®
NoneExperience
Current
June 19, 2024 - Present
TABULA RASA ADVISORS, LLC
Office #1: 110 Office Park Drive, Suite # 100, Birmingham, AL 35223RIA
CRD#: 298184
BIRMINGHAM, AL
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.Highlighted states indicate IAR registrations
IAR
Alabama(6/19/2024)
Exams
Current Firm
TR
TABULA RASA ADVISORS, LLC
TABULA RASA ADVISORS | TABULA RASA, LLC | TABULA RASA ADVISORS, LLC
CRD#: 298184 / SEC#: 801-113862
RIA
Registered Investment Advisory firm - (12/21/2018 Terminated)Alabama
Registered Investment Advisory firm - (2/19/2019 Approved)Mississippi
Registered Investment Advisory firm - (6/14/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
110 Office Park Drive, Suite # 100, Birmingham, AL 35223
Mailing Address
Phone number
(205) 323-5440
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 24,388,273 |
Red Flags
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Company Information
TABULA RASA ADVISORS, LLC
CRD#: 298184Birmingham, AL 35223TRUST BUT VERIFY
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