Unclaimed
Brian Eugene Kampbell is an investment advisor representative associated with Cetera Investment Advisers LLC. Brian has been in the financial services industry for 23 years. Brian is a Certified Financial Planner and a Chartered Financial Consultant, and holds multiple licenses including Series 6, 7, 63 and 66. Brian's experience spans across various financial services companies including VOYA Financial Advisors, Inc., Hornor, Townsend & Kent, Inc. and Cetera Advisor Networks LLC. Brian provides a range of financial services including financial planning, portfolio management, and insurance services through various business entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (FIFE WA)
WA
09/03/2002 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TACOMA WA)
PA
07/17/2000 - 09/09/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 3/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 7/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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