Sharon Lynn Campbell
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
7 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to now
- Cetera AdvisorsApr 2021 to Jul 2021
- Massmutual Life Insurance CoSep 2020 to Apr 2021
- MML Investors Services LLCSep 2020 to Apr 2021
- UnemployedJan 2020 to Aug 2020
- Raymond James & AssociatesFeb 2019 to Dec 2019
- Wells Fargo Clearing Services, LLCDec 2014 to Jan 2019
- Wells Fargo Advisors, LLCDec 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2179020
- Firm CRD
- 7691