AC
CFP
AC
CFP

Adrienne Campbell

22 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
85 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

Thousand Oaks, 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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Employment History
Current Registrations
Allspring Funds Management, LLC
June 2017 - Present · 8 yrs 8 mos
Allspring Funds Distributor, LLC
June 2017 - Present · 8 yrs 8 mos
Allspring Funds Distributor, LLCBroker
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Aig Capital Services, INC.Broker
March 2016 - June 2017 · 1 yr 3 mos
Strategic Advisers, INC.
September 2015 - March 2016 · 6 mos
Fidelity Brokerage Services LLCBroker
September 2015 - March 2016 · 6 mos
Aig Capital Services, INC.Broker
December 2004 - September 2015 · 10 yrs 9 mos
Financial West Investment Group, INC.
August 2004 - December 2004 · 4 mos
Financial West GroupBroker
August 2003 - December 2004 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.