Joseph Murphy Campbell

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 10/2014 → Present
  Suntrust Bank
  Atlanta, GA
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2001-12-31 → 2003-11-07
  Banc Of America Investment Services, Inc.
  Charlotte, NC

Other Businesses

ESTATE OF JOEL KATZ POSITION: Co-Trustee NATURE: Acting as CO-Trustee alongside Joel's daughters on various trusts for the benefit of his widow, children and grandchildren INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/31/2025 ADDRESS: Atlanta GA, United States DESCRIPTION: Co-Trustee along with Joel's daughters of various trusts for the benefit of his widow, children and grandchildren. ESTATE OF JOEL KATZ POSITION: Co-Executor NATURE: Co-Executor Joel Katz Estate with his two adult children INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/31/2025 ADDRESS: Atlanta GA, United States DESCRIPTION: CO-Executor - working with Joel's 2 two daughters to settle his Estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-13
• S63 Uniform Securities Agent State Law Examination
  1997-10-14

Other Names

• Joseph M Campbell