Unclaimed
Brian Kampbell is a financial advisor with Cetera Investment Advisers LLC. Brian has been in the financial services industry since 2000 and has a wide range of experience in financial planning, investment management, and insurance. Brian holds the Series 6, 7, 63, and 66 securities licenses and is a Certified Financial Planner™ and a Chartered Financial Consultant. Brian is committed to helping his clients achieve their financial goals.
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 03/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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