DC
DC

Dalton Campbell

8 Years of Experience
Fishersville, VA
BrokerSells Insurance

Dalton Campbell is a registered investment advisor at Cetera Investment Advisers LLC, based in Fishersville, VA, with 8 years of industry experience. Dalton 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

71 Wilson Blvd Suite A03, Fishersville, VA, 22939

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Dalton sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, dedicating about 10-20% of his time. He is also a financial professional with Anchor Financial Group, spending about a quarter of his time, and co-owns Harvest View Properties, LLC, spending minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
January 2023 - Present · 3 yrs 6 mos
Cetera Advisors LLC
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
January 2023 - March 2024 · 1 yr 2 mos
Oneamerica Securities, INC.
January 2018 - February 2023 · 5 yrs 1 mo
Oneamerica Securities, INC.Broker
December 2017 - February 2023 · 5 yrs 2 mos
State Registrations22 states
ALAZCACODCFLGAINMDNCNVNYOHPAPRSCTNTXVAWAWIWV
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.