AC
Alan H. Campbell
ONEDIGITAL
Bell Canyon, CA
Some features on this profile are disabled
CRD#: 39028
AC
Professional summary
Alan Hughes Campbell, who also goes by Alan H. Campbell, is a registered financial advisor currently at ONEDIGITAL located in Bell Canyon, California.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. Alan has worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alan H. Campbell
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) OPIS INSURANCE SERVICES, INC.; INVESTMENT-RELATED BUSINESS; 30 HACKAMORE LANE, SUITE 4, BELL CANYON, CALIFORNIA 91307; SALE OF LIFE, HEALTH, DISABILITY & ANNUITY INSURANCE PRODUCTS; PRESIDENT; 04/1995 START DATE; 35 HOURS/MONTH DEVOTED; 0 HOURS DURING SECURITIES TRADING HOURS DEVOTED; INSURANCE SALES DUTIES. _____ � _____ 2) OPIS ADVISORS, INC.; NOT INVESTMENT RELATED; 30 HACKAMORE LANE, SUITE 4, BELL CANYON, CALIFORNIA 91307; PRESIDENT; 01/2005 START DATE; 10 HOURS/MONTH OR LESS DEVOTED; 0 HOURS DURING SECURITIES TRADING HOURS DEVOTED; ALL MANAGEMENT, FINANCIAL AND OPERATIONAL DUTIES. _____ � _____ 3) SIERRA MOTORING GUILD LLC; NOT INVESTMENT RELATED; 30 HACKAMORE LANE, SUITE 4, BELL CANYON, CALIFORNIA 91307; ORGANIZING CLASSIC CAR EVENTS AND PERFORMING CLASSIC CAR RESTORATION; PRESIDENT OF SOLE OWNER AND MANAGING MEMBER; MAY 24, 2022 START DATE; 30 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL MANAGEMENT, FINANCIAL AND OPERATIONAL DUTIES. _____ � _____ 4) OPIS RETIREMENT CONSULTANTS, INC. ; NON-INVESTMENT RELATED BUSINESS ; 30 HACKAMORE LANE, SUITE 4, BELL CANYON, CALIFORNIA 91307 ; PRESIDENT ; APRIL 1995 START DATE ; 1 HOUR/MONTH DEVOTED ; 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS ; QUALIFIED RETIREMENT PLAN CONSULTING.
CRS (Client Relationship Summary) - RIA
Click below to view Alan Hughes 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
August 19, 2024 - Present
ONEDIGITAL
RIA
CRD#: 106766
Bell Canyon, CA
Past
July 7, 2016 - October 26, 2024
WEALTHSOURCE®
RIA
CRD#: 282202
BELL CANYON, CA
Past
May 18, 2015 - December 1, 2017
VELLUM FINANCIAL, LLC
RIA
CRD#: 149909
WOODLAND HILLS, CA
Past
May 1, 2015 - December 31, 2020
FORTUNE FINANCIAL SERVICES, INC.
BD
CRD#: 42150
Bell Canyon, CA
Past
July 22, 2005 - April 20, 2020
OPIS ADVISORS, INC.
RIA
CRD#: 134349
Bell Canyon, CA
Past
May 17, 2005 - May 5, 2015
SECURITIES AMERICA, INC.
BD
CRD#: 10205
BELL CANYON, CA
Past
January 2, 2003 - July 22, 2005
OPIS ADVISORS
RIA
CRD#: 122977
BELL CANYON, CA
Past
July 8, 1997 - May 23, 2005
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BELL CANYON, CA
Past
November 19, 1989 - May 23, 2005
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
October 5, 1989 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
July 31, 1989 - January 11, 1990
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 31, 1989 - January 11, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
August 1, 1979 - August 10, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
August 23, 1974 - May 4, 1977
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
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".
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | SHA RETIREMENT GROUP | SERVICE PLANNING CORPORATION | RETIREMENT PARTNER ADVISORS (RPA) | RETIREMENT BENEFITS GROUP | RESOURCES INVESTMENT ADVISORS, LLC | RESOURCES INVESTMENT ADVISORS INC | RESOURCES INVESTMENT ADVISORS | PROSPERITY FINANCIAL GROUP MIDWEST (PFG) | PRAXIS CONSULTING | PENSION INVESTMENT SERVICES, LLC | ONEDIGITAL RETIREMENT AND WEALTH | ONEDIGITAL INVESTMENT ADVISORS LLC | ONEDIGITAL INVESTMENT ADVISORS | ONEDIGITAL FINANCIAL SERVICES | ONEDIGITAL | MONTGOMERY RETIREMENT PLAN ADVISORS | LEGACY ASSET MANAGEMENT | KZ WEALTH | KEYSTONE RETIREMENT & INSURANCE ADVISORS | KB FINANCIAL | JFL TOTAL WEALTH MANAGEMENT | IMPACT BENEFITS & RETIREMENT | HM CAPITAL MANAGEMENT | GROEBL BROTHERS | GOULDIN & MCCARTHY | GHC ASSOCIATES | GENERATIONS WEALTH PLANNING | FUTURE BENEFITS | FULCRUM PARTNERS | FLORIDA PENSION GROUP | FIDUCIARY PLAN ADVISORS | EAST MAIN STREET ADVISORS | CLEARVIEW ADVISORY | CHEPENIK FINANCIAL | CAPSTONE ADVISORY GROUP | CAFARO GREENLEAF | BUKATY MORRIS RETIREMENT SERVICES | BUKATY MORRIS RETIREMENT PLAN SERVICES | BUKATY COMPANIES WEALTH MANAGEMENT | BUKATY COMPANIES RETIREMENT PLAN SERVICES | BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT | BUKATY COMPANIES FINANCIAL SERVICES | ATLANTA RETIREMENT PARTNERS | ASI WEALTH MANAGEMENT | AREA FINANCIAL | ACT 2 RETIREMENT CONSULTING | 401K ADVISORS INTERMOUNTAIN | 401(K) RESOURCES | 401(K) ADVISORS INTERMOUNTAIN
CRD#: 106766 / SEC#: 801-40622
RIA
Registered Investment Advisory firm - (1/22/1992 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(8/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/26/1979
Registered Representative ExaminationCurrent Firm
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | SHA RETIREMENT GROUP | SERVICE PLANNING CORPORATION | RETIREMENT PARTNER ADVISORS (RPA) | RETIREMENT BENEFITS GROUP | RESOURCES INVESTMENT ADVISORS, LLC | RESOURCES INVESTMENT ADVISORS INC | RESOURCES INVESTMENT ADVISORS | PROSPERITY FINANCIAL GROUP MIDWEST (PFG) | PRAXIS CONSULTING | PENSION INVESTMENT SERVICES, LLC | ONEDIGITAL RETIREMENT AND WEALTH | ONEDIGITAL INVESTMENT ADVISORS LLC | ONEDIGITAL INVESTMENT ADVISORS | ONEDIGITAL FINANCIAL SERVICES | ONEDIGITAL | MONTGOMERY RETIREMENT PLAN ADVISORS | LEGACY ASSET MANAGEMENT | KZ WEALTH | KEYSTONE RETIREMENT & INSURANCE ADVISORS | KB FINANCIAL | JFL TOTAL WEALTH MANAGEMENT | IMPACT BENEFITS & RETIREMENT | HM CAPITAL MANAGEMENT | GROEBL BROTHERS | GOULDIN & MCCARTHY | GHC ASSOCIATES | GENERATIONS WEALTH PLANNING | FUTURE BENEFITS | FULCRUM PARTNERS | FLORIDA PENSION GROUP | FIDUCIARY PLAN ADVISORS | EAST MAIN STREET ADVISORS | CLEARVIEW ADVISORY | CHEPENIK FINANCIAL | CAPSTONE ADVISORY GROUP | CAFARO GREENLEAF | BUKATY MORRIS RETIREMENT SERVICES | BUKATY MORRIS RETIREMENT PLAN SERVICES | BUKATY COMPANIES WEALTH MANAGEMENT | BUKATY COMPANIES RETIREMENT PLAN SERVICES | BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT | BUKATY COMPANIES FINANCIAL SERVICES | ATLANTA RETIREMENT PARTNERS | ASI WEALTH MANAGEMENT | AREA FINANCIAL | ACT 2 RETIREMENT CONSULTING | 401K ADVISORS INTERMOUNTAIN | 401(K) RESOURCES | 401(K) ADVISORS INTERMOUNTAIN
CRD#: 106766 / SEC#: 801-40622
RIA
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Contact information
Main Address
11101 Switzer Road Suite 200, Overland Park, KS 66210
Mailing Address
Phone number
(877) 742-2021
Established
Firm type
Fiscal year end
# of Employees
610
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,423 |
| AUM (Assets Under Management) | $ 142,602,344,768 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 08/27/2024 | ||
| 10/16/2023 |
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.
