Bradley Campbell, financial advisor Denver CO
93 score

Bradley Campbell

CRD Number: 4599228
Current Firm: Jolliffe Capital, Inc.

Bradley Campbell (CRD# 4599228) is an Investment Advisor Representative working at Jolliffe Capital, Inc. in Denver, CO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Jolliffe Capital, Inc. Scottsbluff, NE Sep 2006 - Current 10
Spectrum Financial Concepts, LLC Denver, CO Sep 2005 - Current 11
Evolve Investment Advisors Denver, CO May 2010 - Feb 2011 < 1
Evolve Securities, Inc. Austin, TX Apr 2008 - Apr 2010 2
Afs Brokerage, Inc. Austin, TX Sep 2005 - Apr 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Bradley D. Campbell
Phone Number: 303-469-6273
Firm Website: http://www.happy401k.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $372,126
Compensation Options
  • A percentage of assets under your management
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CO, FL, GA, NE

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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