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Tina Michelle Campbell

Advisor at Wells Fargo Clearing — Andalusia, AL

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Andalusia, AL 36420

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,116

Across 1,485 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Tina Campbell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations. She has one year of industry experience and previously worked at Hyundai Steel, Ozark Materials, State Farm, and AT&T. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Andalusia, AL

101 W Bypass

Andalusia AL 36420

Advisors at this office

1

Most active in

Alabama

Work history

1 year of industry experience

Wells Fargo Bank, nA

2025 - Present • 1 year

Andalusia, AL

Wells Fargo Clearing

2025 - Present • 1 year

Andalusia, AL

Hyundai Steel

2025 - 2025 • 1 year

Greenville, AL

Ozark Materials

2022 - 2025 • 3 years

Greenville, AL

State Farm

2021 - 2022 • 1 year

Evergreen, AL

At&T

2006 - 2021 • 15 years

Andalusia, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Shon M

CFP®

Andalusia, AL

Capstone Wealth Advisors, LLC

Shon Mc Clung is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Capstone Wealth Advisors, LLC and has prior experience at Prevett Financial and Providence Financial Consulting, LLC. In addition to his advisory role, Mc Clung is an accountant with White, McClung, and Barber, LLC and is an independent licensed insurance agent. Capstone Wealth Advisors provides portfolio management and financial planning services primarily for individual clients, as well as charitable organizations and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning tailored to client risk tolerances.

Annuities Founder/Business Owner
user avatar

Terry W

Series 65

Andalusia, AL

Capstone Wealth Advisors, LLC

Terry Wilson is a financial advisor at Capstone Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for PowerSouth Energy Cooperative for over 20 years. Wilson is also licensed as an insurance agent and sells various insurance products. Capstone Wealth Advisors provides portfolio management and financial planning primarily for individual clients, as well as charitable organizations and business entities. The firm combines fundamental analysis with modern portfolio theory, offering both discretionary and non-discretionary management along with one-time and ongoing financial planning services.

Annuities Founder/Business Owner
user avatar

Ronald S

Series 66

Andalusia, AL

Ameriprise

Ronald Sansom Jr. is a financial advisor with Ameriprise in Andalusia, Alabama, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. Outside of his advisory role, he serves as president of the Kinston Schools Foundation and is a board member of the Kiwanis Foundation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Alison R

Series 66

Andalusia, AL

Equitable Advisors

Alison Rhodes is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She previously worked at Bankers Life and its related entities from 2013 to 2022 before joining Equitable Advisors. Outside of her advisory role, she volunteers with Finding Forever Dog and Cat Rescue, assisting with fundraising events and coordinating community donation efforts. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

William G

Series 66

Andalusia, AL

Edward Jones

William Greenwald is a financial advisor at Edward Jones in Andalusia, Alabama, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Phillip H

Series 63, Series 65

Andalusia, AL

Edward Jones

Phillip Hamm is a financial advisor with Edward Jones in Andalusia, Alabama, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory role, he served as a pastor at Friendship Baptist Church from 2020 to 2023, where he preached, taught Bible study, and led church meetings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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