IC
IC

Ian Douglas Campbell

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
457 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$613.5M

Fee Structure

Minimum Investment:$250K
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Location

250 Fillmore Street, Suite 150, Denver, CO, 80209

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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

Ian is a partial direct owner of Alpha Capital Management Group, LLC through Elevate Wealth Management, LLC, which is primarily for tax purposes and requires minimal time. Ian is also an insurance agent selling fixed life insurance products.

Employment History
Current Registrations
Alpha Capital Management Group LLC
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
LPL Financial LLC
August 2015 - January 2017 · 1 yr 5 mos
LPL Financial LLCBroker
July 2015 - January 2017 · 1 yr 6 mos
Gallacher Capital Management, LLC
July 2015 - July 2016 · 1 yr
Wells Fargo Advisors, LLC
April 2014 - July 2015 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
March 2014 - July 2015 · 1 yr 4 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Ian Douglas Campbell - Financial Advisor | TrueAdvisor