Brian Campagna is a registered investment advisor, based in Bend, OR, with 15 years of industry experience.
Location
2900 Northwest Clearwater Drive, Suite 22, Bend, OR, 97703
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an investment advisor with Concurrent Investment Advisors. He also owns rental properties and is an insurance agent with direct access to life, disability, and long-term care companies, dedicating minimal time to these activities.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations3 states
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.