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BC

Bradley D. Campbell

Some features on this profile are disabled
CRD#: 4599228
BC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bradley Downs Campbell, who also goes by Bradley Campbell, was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 2002. Bradley had worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bradley 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 8, 2018 - February 6, 2020

FAMILYWEALTH

RIA
CRD#: 289193
CHERRY CREEK, CO
Past

September 27, 2017 - December 31, 2017

FAMILYWEALTH

RIA
CRD#: 289193
CHERRY CREEK, CO
Past

February 8, 2011 - June 30, 2018

JOLLIFFE CAPITAL, INC.

RIA
CRD#: 140725
DENVER, CO
Past

May 24, 2010 - January 27, 2011

EVOLVE INVESTMENT ADVISORS

RIA
CRD#: 131714
DENVER, CO
Past

February 12, 2010 - April 30, 2010

EVOLVE INVESTMENT ADVISORS

RIA
CRD#: 131714
AUSTIN, TX
Past

April 30, 2008 - April 30, 2010

EVOLVE SECURITIES, INC.

BD
CRD#: 127474
DALLAS, TX
Past

September 6, 2006 - June 4, 2010

JOLLIFFE CAPITAL, INC.

RIA
CRD#: 140725
DENVER, CO
Past

November 3, 2005 - September 7, 2006

FALCO FINANCIAL SERVICES, INC.

RIA
CRD#: 112538
DENVER, CO
Past

September 14, 2005 - April 30, 2008

AFS BROKERAGE, INC.

BD
CRD#: 25924
CENTENNIAL, CO
Past

May 6, 2004 - September 6, 2005

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
DENVER, CO
Past

May 6, 2004 - September 6, 2005

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

July 21, 2003 - May 6, 2004

NEW ENGLAND SECURITIES

RIA
CRD#: 615
DENVER, CO
Past

November 5, 2002 - May 6, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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".
FA
FAMILYWEALTH
ADVISERSOURCE.COM | FAMILYWEALTH ASSET MANAGEMENT (FWAM) | FAMILYWEALTH ADVISORS LLC | FAMILYWEALTH ADVISORS | FAMILYWEALTH ADVISERS LLC | FAMILYWEALTH | FAMILY WEALTH(TM) ADVISERS | ADVISERSOURCE.COM LLC

CRD#: 289193 / SEC#: 801-111050

RIA
Registered Investment Advisory firm - (8/28/2017 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/6/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/12/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 11/4/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FAMILYWEALTH
ADVISERSOURCE.COM | FAMILYWEALTH ASSET MANAGEMENT (FWAM) | FAMILYWEALTH ADVISORS LLC | FAMILYWEALTH ADVISORS | FAMILYWEALTH ADVISERS LLC | FAMILYWEALTH | FAMILY WEALTH(TM) ADVISERS | ADVISERSOURCE.COM LLC

CRD#: 289193 / SEC#: 801-111050

RIA
Registered Investment Advisory firm - (8/28/2017 Approved)
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Contact information

Main Address
255 Primera Blvd Suite 160, Lake Mary, FL 32746
Mailing Address
Phone number
(866) 746-3743
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FAMILYWEALTH ADVISERS, LLC ADV 2A BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts619
AUM (Assets Under Management)$ 346,344,277

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.

Company Information

FAMILYWEALTH

CRD#: 289193

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