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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Campbell is a financial advisor with over 30 years of experience in the industry. Alan is currently registered with Onedigital Investment Advisors in Bell Canyon, California and Overland Park, Kansas. Alan has experience in providing investment advice to individuals, businesses, and retirement plans. Alan specializes in providing financial planning, pension consulting, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
08/19/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CA
05/01/2015 - 12/31/2020
FORTUNE FINANCIAL SERVICES, INC. (Bell Canyon CA)
CA
05/17/2005 - 05/05/2015
SECURITIES AMERICA, INC. (BELL CANYON CA)
AZ
11/19/1989 - 05/23/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
07/31/1989 - 01/11/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/1989 - 01/11/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/05/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/01/1979 - 08/10/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/23/1974 - 05/04/1977
CG EQUITY SALES COMPANY
BC
Issued 03/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1979
Series 1 - Registered Representative Examination
Active
Inactive
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