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BC

Britt R. Campbell

ALLEGHENY INVESTMENTS, LTD.
Pittsburgh, PA 15237
Some features on this profile are disabled
CRD#: 728135
BC

Professional summary

Britt Richard Campbell, CFP® is a registered financial advisor currently at ALLEGHENY INVESTMENTS, LTD. located in Pittsburgh, Pennsylvania.

Britt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Britt has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Retirement Income Management
Tax Planning
Investment Planning
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Britt Richard Campbell's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 1995

Experience

Current

March 30, 2007 - Present

ALLEGHENY INVESTMENTS, LTD.

Office #1: Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
RIA
CRD#: 7597
Pittsburgh, PA
Past

November 21, 1991 - December 15, 1992

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

November 6, 1991 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

BD
CRD#: 7597
PITTSBURGH, PA
Past

November 7, 1989 - September 9, 1991

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 7, 1989 - September 9, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

March 31, 1988 - November 16, 1989

BUTCHER & SINGER INC.

BD
CRD#: 6517
Past

April 13, 1981 - May 5, 1988

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
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".
ALLEGHENY INVESTMENTS, LTD.
ALLEGHENY INVESTMENTS, LTD.
ALLEGHENY INVESTMENTS | ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597 / SEC#: 801-57662, 8-22183

RIA
Registered Investment Advisory firm - SEC (6/2/2000 Approved)
BD
Terminated by SEC on 03/15/2025

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
Pennsylvania
(3/30/2007)

Exams

State Security Law Exam
RR
Series 63
Date: 4/28/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/1981
General Securities Representative Examination

Current Firm

ALLEGHENY INVESTMENTS, LTD.
ALLEGHENY INVESTMENTS, LTD.
ALLEGHENY INVESTMENTS | ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597 / SEC#: 801-57662, 8-22183

RIA
Registered Investment Advisory firm - SEC (6/2/2000 Approved)
BD
Terminated by SEC on 03/15/2025
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Contact information

Main Address
Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
Mailing Address
Phone number
(412) 367-3880
Established
Pennsylvania since 09/01/1977
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
20

SEC notice filing (41 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

2025 AI WRAP PROGRAM BROCHURE (4/1/2025)
2025 AI ADV PART 2 (4/1/2025)

Direct owners and executive officers

NamePositionCRD#
HAWBAKER, STEPHEN TURNERCCO4752583

Regulatory assets under management

Total Number of Accounts2,990
AUM (Assets Under Management)$ 633,814,776

Disclosures

Regulatory Event3
Arbitration2

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/10/2025
Cover Page
Report
10/22/2024
Cover Page
Report
08/11/2023
Cover Page
Report
10/08/2022
Cover Page
Report

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

ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597Pittsburgh, PA 15237

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Contact information

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