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Sarina Dominique Campbell

Investment adviser representative at Advice and Planning Services
10 yearsExperience
2 statesRegistered in
$37.9BFirm assets
22 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. TIAAApr 2021 to now
  2. TIAA-CREF Individual & Institutional Services, LLCApr 2021 to now
  3. Founders Federal Credit UnionDec 2019 to Apr 2021
  4. Chester County SchoolsAug 2018 to Dec 2019
  5. Kelly Educational ServicesJan 2018 to Dec 2018
  6. UnemployedDec 2017 to Dec 2017
  7. PNC BankFeb 2016 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NC, SC).

Advice and Planning Services

Legal name: TIAA-CREF Individual & Institutional Services, LLC

$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
7361022
Firm CRD
20472
Advisor's SEC record (opens in a new tab)
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