Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Campos is a financial advisor who has been in the industry since 2002. Brian is currently registered with Kestra Advisory Services, LLC and has been with the firm since 2020. Brian previously worked at SCOTTRADE, INC., FIDELITY BROKERAGE SERVICES LLC, UNITED BROKERAGE SERVICES, INC, CHEVY CHASE FINANCIAL SERVICES, SUNTRUST SECURITIES, INC., and FIRST UNION BROKERAGE SERVICES, INC. Brian holds the following licenses: Series 6, 7, 63, 65 and 66. Brian specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses and other investment advisors. Brian is also a licensed investment advisor representative (IAR) in the state of Texas.
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.
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2
TX
01/15/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
10/24/2016 - 03/09/2018
SCOTTRADE, INC. (AUSTIN TX)
VA
05/28/2004 - 11/23/2007
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
WV
07/09/2002 - 04/22/2004
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
MD
03/28/2002 - 06/08/2002
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
GA
07/21/2000 - 10/24/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
03/10/1998 - 05/04/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 11/17/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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