BC
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Brandon Campbell

17 Years of Experience
Brentwood, TN
Broker

Brandon Campbell is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Brentwood, TN, with 17 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,014 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
437 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

T. Rowe Price Retirement Advisory Service manages your investments for an annual fee based on the value of the assets they manage. The gross advisory fee is up to 0.90% of assets under management. This fee is reduced by the total annual operating expenses of the T. Rowe Price funds held in your account. The net advisory fee is the gross fee minus the fund expense offset. No advisory fee is charged on money market funds.

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Location

Brentwood, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brandon owns B&B Smart Properties LLC, a rental property in Hot Springs, AR, since 2014. He spends minimal time on this non-investment related activity, as the property is managed by a property management company.

Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
July 2024 - Present · 1 yr 10 mos
T. Rowe Price Investment Services, INC.
September 2023 - Present · 2 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Concourse Financial Group Advisors
November 2022 - May 2023 · 6 mos
Investment Distributors, INC.Broker
November 2022 - May 2023 · 6 mos
Foreside Fund Services, LLCBroker
March 2022 - June 2022 · 3 mos
Principal Securities, INC.
July 2021 - February 2022 · 7 mos
Principal Securities, INC.Broker
June 2021 - February 2022 · 8 mos
MML Distributors, LLCBroker
December 2018 - December 2020 · 2 yrs
Touchstone Securities, INC.Broker
August 2015 - October 2018 · 3 yrs 2 mos
Allianz Life Financial Services, LLCBroker
May 2014 - August 2015 · 1 yr 3 mos
Forethought Distributors, LLCBroker
May 2007 - May 2014 · 7 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brandon Campbell - Financial Advisor | TrueAdvisor