Alan Campbell, financial advisor Thousand Oaks CA

Alan Campbell

CRD Number: 39028
Current Firm: Wealthsource®

Alan Campbell (CRD# 39028) is an Investment Advisor Representative working at Wealthsource® in Thousand Oaks, CA and has over 32 years of experience in the finance industry.

Similar Advisors
Blair Aaronson, financial advisor Thousand Oaks CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Similar Advisors
Mohammed Aater, financial advisor Thousand Oaks CA
Mohammed Aater
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Karolina Abargil Koziec, financial advisor Thousand Oaks CA
Karolina Y. Abargil Koziec
CRD# 5710119
J.p. Morgan Securities LLC
Professional Designations
Company Name Location Dates Years
Wealthsource Partners, LLC Thousand Oaks, CA Jan 2022 - Current < 1
Opis Retirement Consultants, Inc. Bell Canyon, CA Dec 1995 - Current 26
Opis Insurance Services, Inc. Bell Canyon, CA Apr 1995 - Current 27
Wealthsource Partners, LLC Woodland Hills, CA Aug 2020 - Jan 2022 1
Fortune Financial Services, Inc. Bell Canyon, CA May 2015 - Dec 2020 5
Wealthsource Partners, LLC Woodland Hills, CA Jul 2016 - Aug 2020 4
Opis Advisors, Inc. Bell Canyon, CA Mar 2005 - Apr 2020 15
Vellum Financial, LLC Woodland Hills, CA Feb 2016 - Dec 2017 1
Vellum Financial, LLC Bell Canyon, CA May 2015 - Feb 2016 < 1
Securities America, Inc. Bell Canyon, CA May 2005 - May 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
Contact Info for Alan H. Campbell
Phone Number: 805-546-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,928
    MILLIONS
  • Total Number of Accounts
    5,116
    ACCOUNTS
  • Average Account Value
    $376,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Alan Campbell and other advisors.
BADGES

About Wealthminder

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.