Alan CampbellCRD Number: 39028
Current Firm: Wealthsource®
Alan Campbell (CRD# 39028) is an Investment Advisor Representative working at Wealthsource® in Bell Canyon, CA and has over 33 years of experience in the finance industry.
Awm Capital, LLC
Aqua Capital Advisors
Wealth Management Partners Of Los Angeles
|Wealthsource Partners, LLC||Woodland Hills (7/16-1/22); Bell Cyn. (1/22-pres), CA||Jul 2016 - Current||6|
|Opis Advisors, Inc.||Bell Canyon, CA||Mar 2005 - Current||18|
|Opis Retirement Consultants, Inc.||Bell Canyon, CA||Dec 1995 - Current||27|
|Opis Insurance Services, Inc.||Bell Canyon, CA||Apr 1995 - Current||27|
|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|
Total Assets Under Management1,928MILLIONS
Total Number of Accounts5,116ACCOUNTS
Average Account Value$376,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.