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BC

Brian M. Campbell

CAMPBELL WEALTH PARTNERS
MISSOURI CITY, TX
Some features on this profile are disabled
CRD#: 6758648
BC

Professional summary

Brian Matthew Campbell, who also goes by Brian Campbell, Brian M. Campbell, Brian Matthew Campbell, is a registered financial advisor currently at CAMPBELL WEALTH PARTNERS, LLC located in Missouri City, Texas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brian has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brian Campbell | Brian M. Campbell | Brian Matthew 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) - RIA

Click below to view Brian Matthew 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

February 6, 2026 - Present

CAMPBELL WEALTH PARTNERS, LLC

RIA
CRD#: 339557
MISSOURI CITY, TX
Past

January 27, 2023 - November 7, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HOUSTON, TX
Past

January 27, 2023 - November 7, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HOUSTON, TX
Past

August 9, 2019 - February 3, 2023

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HOUSTON, TX
Past

August 2, 2019 - February 3, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
HOUSTON, TX
Past

September 28, 2018 - July 30, 2019

CENTRIC ADVISORS, LLC

RIA
CRD#: 282477
Houston, TX
Past

November 17, 2017 - February 12, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HOUSTON, TX

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
Texas
(2/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/28/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/22/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/27/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/9/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/12/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/17/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
CAMPBELL WEALTH PARTNERS, LLC
CAMPBELL WEALTH PARTNERS, LLC

CRD#: 339557 / SEC#:

Texas
Registered Investment Advisory firm - (2/6/2026 Approved)
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Contact information

Main Address
Missouri City, TX
Mailing Address
14090 Southwest Freeway Suite 300, Houston, TX 77478
Phone number
(346) 778-8504
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

CAMPBELL WEALTH PARTNERS, LLC

CRD#: 339557Missouri City, TX

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