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Curtis W. Campbell
ARKADIOS WEALTH ADVISORS
Reno, NV 89521
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CRD#: 2990323
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Professional summary
Curtis Wayne Campbell is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Reno, Nevada.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Curtis has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
I CONDUCT INSURANCE BUSINESS IN MY OWN NAME AND IN THE NAME OF WEALTH ARCHITECTS, LLC. THE BUSINESS IS INVESTMENT RELATED. THE ADDRESS OF THE BUSINESS IS THE SAME AS MY OFFICE ADDRESS. THE BUSINESS INVOLVES THE SALE OF FIXED AND VARIABLE ANNUITIES, LIFE AND LONG-TERM CARE INSURANCE. I CONDUCT IT AS A SOLE PROPRIETOR AND AS A MEMBER-MANAGER OF WEALTH ARCHITECTS, LLC. I STARTED DOING THIS IN 1998 AND DEVOTE APPROXIMATELY 4 OR MORE HOURS PER WEEK ON AVERAGE DURING TRADING HOURS. THE BUSINESS INVOLVES THE SALES OF ANNUITIES AND OTHER INSURANCE PRODUCTS.
I AM AN ASSOCIATE OF RESOURCE INVESTMENT ARCHITECTS, INC., AN SEC REGISTERED INVESTMENT ADVISOR. THIS IS AN INVESTMENT RELATED BUSINESS. THE ADDRESS FOR THIS BUSINESS IS 34 PETALUMA BLVD. NORTH, PETALUMA, CA 94952. THIS BUSINESS INVOLVES THE RENDERING OF INVESTMENT ADVICE FOR A FEE. RESOURCE INVESTMENT ARCHITECTS, INC., IS A CALIFORNIA CORPORATION, AND I HAVE AN INDEPENDENT CONTRACTOR RELATIONSHIP WITH THE COMPANY. I STARTED IN THIS POSITION IN APPROXIMATELY 1999 AND DEVOTE APPROXIMATELY 40 OR MORE HOURS PER WEEK DURING TRADING HOURS. MY DUTIES ARE THE REVIEW OF CLIENT INVESTMENT NEEDS, THE DETERMINATION OF APPROPRIATE INVESTMENTS, AND THE MONITORING OF CLIENT ASSETS.
I CONDUCT HERITAGE CONSULTING BUSINESS IN THE NAME OF WEALTH ARCHITECTS, LLC, FAMILY LEGACY PARTNERS, LLC AND YOUR FAMILY LEGACY, LLC. THE BUSINESS IS NOT INVESTMENT RELATED. THE ADDRESS OF THE BUSINESS IS THE SAME AS MY OFFICE ADDRESS. THE BUSINESS INVOLVES CONSULTING WITH PARENTS, GRANDPARENTS AND THEIR CHILDREN AND GRANDCHILDREN TO HELP PREPARE THEM FOR THEIR INHERITANCES IN SUCH A WAY THAT THE MONEY WON'T DESTROY THEM OR THEIR FAMILY. I CONDUCT IT AS A MEMBER-MANAGER OF ALL THREE ABOVE MENTIONED LLC'S. I STARTED DOING THIS IN 2004 AND DEVOTE APPROXIMATELY 4 OR MORE HOURS PER WEEK ON AVERAGE DURING TRADING HOURS. THE BUSINESS INVOLVES CONSULTING.
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Wayne 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®
NoneExperience
Current
January 4, 2022 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 500 Damonte Ranch Parkway, Suite 852, Reno, NV 89521RIA
CRD#: 288863
Reno, NV
Past
February 12, 2004 - April 12, 2004
PRIVATE WEALTH GROUP, LLC
RIA
CRD#: 128560
MINDEN, NV
Past
July 16, 2001 - December 31, 2021
RESOURCE INVESTMENT ARCHITECTS, INC.
RIA
CRD#: 111894
RENO, NV
Past
February 2, 2000 - February 7, 2018
INVESTMENT ARCHITECTS, INC.
BD
CRD#: 17774
RENO, NV
Past
January 21, 1998 - January 7, 2000
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)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
California(1/5/2022)
IAR
Nevada(1/21/2022)
IAR
Texas(1/4/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
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Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
