BC
BC

Britt Edward Campbell

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Britt is a Managing Director and one-third owner of Nelson, Van Denburg & Campbell Wealth Mgt Group, LLC, dedicating about a quarter of their time to investment management. Britt also owns residential rental properties through Campbell Reynolds, LLC, spending minimal time on activities like collecting rent and finding tenants.

Employment History
Current Registrations
Avior Wealth Management, LLC
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
Campbell Wealth Management, INC.
November 2007 - March 2011 · 3 yrs 4 mos
Wells Fargo Investments, LLC
April 2001 - November 2007 · 6 yrs 7 mos
State Registrations3 states
IANETX
Advisor
Exams
No exam information available for this advisor.
Britt Edward Campbell - Financial Advisor | TrueAdvisor