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Thomas Alexander Campbell V

Investment Adviser Representative at &Partners

Clemson, SCCRD #7572651Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Thomas Alexander Campbell V is an investment adviser representative with &Partners in Clemson, SC, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with 49 Financial. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in South Carolina and Texas.

Office

208 Frontage Rd., Suite 4
Clemson, SC 29631

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
South Carolina, Texas
Broker:
34 states and territories

Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, Washington, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/2/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 4/23/2022
Series 7
General Securities Representative Examination
Passed 7/10/2025
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/23/2022
SIE
Securities Industry Essentials Examination
Passed 5/21/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

&PartnersCurrent
6/2/2025 – Clemson, SC
49 Financial
8/2/2024 – 6/5/2025Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Purshe Kaplan Sterling Investments
    Jun 2022 – Jan 2024Albany, NY
  2. 49 Wealth Management LLC
    Feb 2024 – May 2025Austin, TX
  3. Clemson University
    Aug 2021 – May 2022Clemson, SC
  4. Southwestern Advantage
    May 2021 – Aug 2021Nashville, TN
  5. Clemson University
    Aug 2020 – May 2021Clemson, SC
  6. Lawn Guys
    May 2020 – Aug 2020Clemson, SC
  7. Clemson University
    Aug 2019 – May 2020Clemson, SC
  8. Clemson University Center for Career and Professional Developmen
    May 2019 – Aug 2019Clemson, SC
  9. Tri-County Technical College
    Aug 2018 – May 2019Pendleton, SC
  10. Unemployed
    May 2018 – Aug 2018Clemson, NY
  11. K-12 School
    Aug 2006 – May 2018Clemson, SC
  12. Oakwood Capital Securities, Inc.
    Jul 2024 – Dec 2024Minneapolis, MN
  13. &Partners
    Jun 2025 – no end date reportedNashville, TN

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About &Partners

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Subscription fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management and financial advisory services, including investment solutions, a concierge CIO, operational support with a single point of contact, and access to fintech and new technology resources.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial AdvisoryInvestment SolutionsAdvisor OwnershipClient-centric AdviceFintechFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
494
Offices listed on AdvisorFinder:
42
Main office:
Nashville, TN
SEC file number:
801-37145

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at &Partners

Showing 12 of 494 in the directory

View &Partners firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Alexander Campbell V has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Thomas Alexander Campbell V (&Partners) - Fees & Credentials