AC
CFP
AC
CFP
Albert Campbell
18 Years of Experience
Pendleton, SC
1 DisclosureBrokerSells Insurance
Albert Campbell is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pendleton, SC, with 18 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
154 Exchange St, Pendleton, SC, 29670
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2019Denied
Other Business ActivitiesSells Insurance
Albert sells fixed insurance products (life, disability, annuities, and long-term care) with various companies. He is also Vice President of ACI Financial, dedicating full-time hours to financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
August 2016 - Present · 9 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2016 - June 2023 · 6 yrs 10 mos
Wsa Affiliates, LLC
November 2010 - August 2016 · 5 yrs 9 mos
Traderight Securities, INC.Broker
March 2008 - March 2009 · 1 yr
Probity Advisors, INC.
February 2008 - August 2016 · 8 yrs 6 mos
Woodbury Financial Services, INC.Broker
July 2007 - March 2008 · 8 mos
State Registrations18 states
AKALARCACOFLGAKYLAMDMINCOHORPASCTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.