Alan Campbell, financial advisor Bell Canyon CA

Alan Campbell

CRD Number: 39028
Current Firm: Wealthsource®

Alan Campbell (CRD# 39028) is an Investment Advisor Representative working at Wealthsource® in Bell Canyon, CA and has over 34 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Bell Canyon CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Bell Canyon CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Alexander "Alec" Tuckman, financial advisor Bell Canyon CA
Alexander "Alec" P. Tuckman
CRD# 6770924
Wealth Management Partners Of Los Angeles
Professional Designations
Company Name Location Dates Years
Wealthsource Partners, LLC Woodland Hills (7/16-1/22); Bell Cyn. (1/22-pres), CA Jul 2016 - Current 7
Opis Advisors, Inc. Bell Canyon, CA Mar 2005 - Current 19
Opis Retirement Consultants, Inc. Bell Canyon, CA Dec 1995 - Current 28
Opis Insurance Services, Inc. Bell Canyon, CA Apr 1995 - Current 28
Fortune Financial Services, Inc. Bell Canyon, CA May 2015 - Dec 2020 5
Vellum Financial, LLC Bell Cyn. (5/15-2/16); Woodland Hills (2/16-12/17), CA May 2015 - Dec 2017 2
Securities America, Inc. Bell Canyon, CA May 2005 - May 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
Contact Info for Alan H. Campbell
Phone Number: 805-546-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,916
    MILLIONS
  • Total Number of Accounts
    6,375
    ACCOUNTS
  • Average Account Value
    $300,528
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Alan Campbell and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.