DC
Dalton L. Campbell
CETERA INVESTMENT ADVISERS LLC
FISHERVILLE, VA 22939
Some features on this profile are disabled
CRD#: 6882883
DC
Professional summary
Dalton Logan Campbell is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fisherville, Virginia and CETERA ADVISORS LLC located in Fisherville, Virginia.
Dalton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Dalton has worked at 3 firms and has passed the Series 66, SIE and Series 7 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 NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 08/2016, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 20, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: ANCHOR FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2016, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF HOURS DURING TRADING HOURS: 32.55, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: CAMPBELL FINANCIAL LLC; INVESTMENT RELATED: NO; ADDRESS: 133 CROSSKEYS WAY, WAYNESBORO, VA 22980; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: MANAGE ENTITY; 4. NAME OF OTHER BUSINESS: GIG WORKER SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SELF EMPLOYMENT BENEFITS PACKAGE; START DATE: 8/2024; POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HRS PER WEEK & DUR TRADE HRS: 1; BRIEF DESCRIPTION OF DUTIES: REFER SELF EMPLOYED INDIVIDUALS TO GIG WORKER SOLUTIONS FOR SERVICES, INCLUDING UTILIZE NETWORK FOR REFERRALS; 5. NAME OF OTHER BUSINESS: BUOY PEO LLC, BUOY IT LLC, BUOY CRM LLC, INVESTMENT RELATED: NO, ADDRESS: 5309 COMMONWEALTH CENTRE PKWY, MIDLOTHIAN, VA 23112, NATURE OF BUSINESS: MANAGED IT SERVICES,, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: REFERRER, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: REFERRING TO BUOY IT SERVICES FOR COMMISSION; 6. NAME OF OTHER BUSINESS: HARVEST VIEW PROPERTIES, LLC, INVESTMENT RELATED: NO, ADDRESS: 208 CHESHIRE LN, WAYNESBORO, VA 22980, NATURE OF BUSINESS: REAL ESTATE, START DATE: 02/2025, POSITION/TITLE/RELATIONSHIP: CO-OWNER, LESS T5HAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PURCHASE PROPERTIES AS INVESTMENTS; 7. NAME OF OTHER BUSINESS: MYGIG; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SMALL BUSINESS PRODUCTS; START DATE: 5/2025; POSITION/TITLE/RELATIONSHIP: RESELLER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: MYGIG OFFERS SERVICES FOR SMALL BUSINESSES ON AN A LA CARTE BASIS SUCH AS IT, PEO, TAX CREDITS, ETC; 8. NAME OF OTHER BUSINESS: DALTON CAMPBELL - FINANCIAL ADVISOR; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Dalton Logan 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
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 71 Wilson Blvd Suite A03, Fisherville, VA 22939RIA
CRD#: 105644
FISHERVILLE, VA
Current
January 27, 2023 - Present
CETERA ADVISORS LLC
Office #1: 71 Wilson Blvd Suite A03, Fisherville, VA 22939BD
CRD#: 10299
Fisherville, VA
Past
January 27, 2023 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
Fishersville, VA
Past
January 8, 2018 - February 16, 2023
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
Fishersville, VA
Past
December 20, 2017 - February 16, 2023
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
Fishersville, VA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/27/2023)
RR
Arizona(1/27/2023)
RR
Arkansas(1/27/2023)
RR
California(1/27/2023)
RR
Colorado(11/14/2023)
RR
District of Columbia(9/24/2024)
RR
Florida(1/27/2023)
RR
Georgia(1/27/2023)
RR
Indiana(1/27/2023)
RR
Kansas(2/27/2023)
RR
Kentucky(3/22/2023)
RR
Maryland(1/27/2023)
RR
Massachusetts(1/27/2023)
RR
Michigan(1/27/2023)
RR
Nevada(8/3/2023)
RR
New Hampshire(1/27/2023)
RR
New York(1/27/2023)
RR
North Carolina(2/17/2023)
RR
Ohio(7/28/2023)
RR
Oregon(10/2/2024)
RR
Pennsylvania(5/8/2023)
RR
Puerto Rico(1/22/2024)
RR
South Carolina(1/27/2023)
RR
Tennessee(1/22/2025)
RR
Texas(1/27/2023)
IAR
Texas(3/21/2024)
RR
Virginia(1/27/2023)
IAR
Virginia(3/21/2024)
RR
Washington(2/27/2023)
RR
West Virginia(1/27/2023)
RR
Wisconsin(3/27/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
