Alan
Campbell
Wealthsource®
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About this Advisor
Alan Campbell is a financial advisor based in Bell Canyon, California, working with Wealthsource®. Alan has previously held positions at Opis Insurance Services, Inc, Securities America, Inc, Opis Advisors, Inc, Fortune Financial Services, Inc, Vellum Financial, LLC, Opis Retirement Consultants, Inc, and Wealthsource Partners, LLC. Alan has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Alan is part of Wealthsource®, which operates out of Bell Canyon, California. The firm has 37 offices and 50 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthsource® includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthsource® Brokerage Details
$2,116,238,123
50
6,245
$338,869
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alan Campbell Work History
Wealthsource Partners, LLC
Opis Advisors, Inc
Opis Insurance Services, Inc
Opis Retirement Consultants, Inc
Fortune Financial Services, Inc
Vellum Financial, LLC
Securities America, Inc
Disclosures
Please visit the SEC profile of Alan Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthsource®
Highlands Ranch, CO
Manhattan Beach, CA
Arroyo Grande, CA
Montrose, CO
Bell Canyon, CA
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