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.
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 3184578
Citigroup Global Markets Inc.
| 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 | 29 |
| 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 |
- CA
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Total Assets Under Management2,116MILLIONS
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Total Number of Accounts6,245ACCOUNTS
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Average Account Value$338,869
- 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
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