Blake M. Campbell

ONESOURCE WEALTH ADVISORS

Vero Beach, FL 32960

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CRD#: 2705885

Professional summary

Blake Moran Campbell is a registered financial advisor currently at ONESOURCE WEALTH ADVISORS located in Vero Beach, Florida.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Blake has worked at 13 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) ONESOURCE FINANCIAL MANAGEMENT GROUP, INC.; INVESTMENT RELATED; 601 21st Street, Third Floor, VERO BEACH, FL 32960; INSURANCE AND ANNUITY SALES, Debt elimination and budget counseling; PRESIDENT; START DATE: 05/2004 Approximately 60hours per month, generally DURING SECURITIES TRADING hours. (2) Mr. Campbell, Sr. has an unaffiliated business Money Mastery, where he may offer Clients a debt reduction/elimination financial system. Approximately 5% of his time is spent on this activity outside of trading hours. As an agent, he will receive compensation for this service. The debt reduction model is also an OBA to help clients where they need to eliminate debt (credit card, auto, home) in order to help them in their overall financial wellness. We offer this service as a stand-alone and/or integrated where it is appropriate with fixed products or assets under management. This is not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Moran Campbell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2019 - Present

ONESOURCE WEALTH ADVISORS

Office #1: 601 21st St. Suite 300, Vero Beach, FL 32960

RIA

CRD#: 299717

Vero Beach, FL

Past

September 26, 2018 - February 3, 2021

LIFEPRO ASSET MANAGEMENT

RIA

CRD#: 285252

VERO BEACH, FL

Past

January 19, 2017 - September 14, 2018

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

Vero Beach, FL

Past

July 10, 2015 - January 16, 2017

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

VERO BEACH, FL

Past

January 6, 2010 - July 30, 2010

ALLEGIANT SECURITIES L.L.C.

CRD#: 133912

MIAMI, FL

Past

August 22, 2006 - November 24, 2009

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

BOYNTON BEACH, FL

Past

April 25, 2006 - August 17, 2006

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

BOCA RATON, FL

Past

July 22, 2004 - February 27, 2006

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

June 11, 2004 - June 29, 2004

INDEPENDENT SECURITIES INVESTORS CORPORATION

CRD#: 43598

CHIPLEY, FL

Past

July 22, 2002 - November 12, 2003

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

January 17, 2001 - December 13, 2001

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

October 17, 2000 - January 10, 2001

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

February 20, 1996 - December 31, 1997

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/2/2019)

IAR

Texas
(4/16/2020)

IAR

Virginia
(5/25/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/16/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/16/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ONESOURCE WEALTH ADVISORS

ONE SOURCE GROUP | ONESOURCE WEALTH MANAGEMENT, LLC | ONESOURCE WEALTH ADVISORS | ONESOURCE FINANCIAL GROUP

CRD#: 299717 / SEC#:

Florida

Registered Investment Advisory firm - (1/2/2019 Approved)

South Carolina

Registered Investment Advisory firm - (8/28/2024 Approved)

Texas

Registered Investment Advisory firm - (4/16/2020 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (5/25/2021 Approved)

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Contact information

Main Address

601 21st Street Suite 300, Vero Beach, FL 32960

Mailing Address

Phone number

(866) 895-1222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 3,278,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Blake M. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Moran Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFEPRO ASSET MANAGEMENT

VIRTUE CAPITAL MANAGEMENT, LLC

HORTER INVESTMENT MANAGEMENT, LLC

ALLEGIANT SECURITIES L.L.C.

VOYA FINANCIAL ADVISORS, INC.

NEWBRIDGE SECURITIES CORPORATION

HORNOR, TOWNSEND & KENT, LLC

INDEPENDENT SECURITIES INVESTORS CORPORATION

OSAIC FS, INC.

FSC SECURITIES CORPORATION

USALLIANZ SECURITIES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2015

Series 63

Date: 2/16/1996

Series 6

Date: 10/16/2000

Current Firm

ONESOURCE WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONESOURCE WEALTH ADVISORS

TRUST BUT VERIFY

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