Brian Campagna (CRD# 5880896) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Portland, OR and has over 12 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Concurrent Investment Advisors LLC | Portland, OR | Apr 2023 - Current | 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Apr 2023 - Current | 1 |
Concurrent Advisors - Dba | Lake Oswego, OR | Oct 2019 - Current | 4 |
Brian Campagna - Insurance Dba | Lake Oswego, OR | Oct 2019 - Current | 4 |
Rental Property | Lake Oswego, OR | Sep 2019 - Current | 4 |
Raymond James Financial Services, Inc. | Portland, OR | Oct 2019 - Apr 2023 | 3 |
Raymond James Financial Services Advisor, Inc. | Lake Oswego, OR | Oct 2019 - Apr 2023 | 3 |
Hornor Townsend And Kent | Lake Oswego, OR | Apr 2011 - Oct 2019 | 8 |
Pacific Capital Resource Group | Lake Oswego, OR | Jan 2011 - Oct 2019 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- OR
- TX
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, VA, WA, WI
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