James Daniel Campbell
Investment adviser representative at Advice and Planning Services
11 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you James Daniel Campbell? Claim your profile
Contact this firm
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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCFeb 2024 to now
- TIAAFeb 2024 to now
- Wells Fargo Clearing Services, LLCDec 2023 to Feb 2024
- US Tech SolutionsOct 2023 to Feb 2024
- Vanguard Marketing CorporationMar 2023 to Oct 2023
- AppleJul 2021 to Mar 2023
- State FarmJan 2021 to Mar 2021
- Dicks Sporting GoodsAug 2020 to Aug 2021
- Unc GreensboroAug 2019 to Dec 2022
- Chick-fil-aNov 2017 to Mar 2020
- Forestview High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7697099
- Firm CRD
- 20472