Blake Campbell (CRD# 2705885) is an Investment Advisor Representative working at Onesource Wealth Advisors in Vero Beach, FL and has over 28 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onesource Wealth Management, LLC | Vero Beach, FL | Nov 2018 - Current | 5 |
| Onesource Financial Management Group, Inc. | Vero Beach, FL | May 2004 - Current | 19 |
| Lifepro Asset Management, LLC | San Diego, CA | Sep 2018 - Feb 2021 | 2 |
| Worth Unlimited LLC | Vero Beach, FL | Sep 2019 - Dec 2020 | 1 |
| Virtue Capital Management, LLC | Nashville, TN | Jan 2017 - Sep 2018 | 1 |
| Horter Investment Management | Cincinnati, OH | Jul 2015 - Jan 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- FL
- TX
- VA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$178,867
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, TX, VA
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