AC
ChFC
AC
ChFC

Alan Hughes Campbell

49 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
328 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

Fee Structure

Financial Planning:Investment management only
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Location

Bell Canyon, CA

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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 ActivitiesSells Insurance

Alan is the president of Opis Insurance Services, Inc., selling various insurance products, dedicating about a quarter of his time to this. He also holds leadership positions in Opis Advisors, Inc., Sierra Motoring Guild LLC, and Opis Retirement Consultants, Inc., spending minimal time on the latter three.

Employment History
Current Registrations
Onedigital
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Wealthsource®
July 2016 - October 2024 · 8 yrs 3 mos
Vellum Financial, LLC
May 2015 - December 2017 · 2 yrs 7 mos
Fortune Financial Services, INC.Broker
May 2015 - December 2020 · 5 yrs 7 mos
Opis Advisors, INC.
July 2005 - April 2020 · 14 yrs 9 mos
Securities America, INC.Broker
May 2005 - May 2015 · 10 yrs
Opis Advisors
January 2003 - July 2005 · 2 yrs 6 mos
Royal Alliance Associates, INC.
July 1997 - May 2005 · 7 yrs 10 mos
Royal Alliance Associates, INC.Broker
November 1989 - May 2005 · 15 yrs 6 mos
Integrated Resources Equity CorporationBroker
October 1989 - November 1989 · 1 mo
Ids Life Insurance CompanyBroker
July 1989 - January 1990 · 6 mos
American Express Financial Advisors INC.Broker
July 1989 - January 1990 · 6 mos
Integrated Resources Equity CorporationBroker
August 1979 - August 1989 · 10 yrs
Cg Equity Sales CompanyBroker
August 1974 - May 1977 · 2 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.