Invested Better
Unclaimed

Unclaimed

Unclaimed

Britt Edward Campbell

Avior Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Britt? Claim Your Profile

About Britt Edward Campbell

Britt Edward Campbell is an investment advisor representative with Avior Wealth Management, LLC. Britt has been in the financial services industry since 2000. Britt specializes in providing investment consulting, financial planning, and portfolio management services to individuals, businesses, and charitable organizations. Britt is registered with the state of Iowa, Nebraska, and Texas. Before joining Avior Wealth Management, LLC, Britt worked at PURSHE KAPLAN STERLING INVESTMENTS and WELLS FARGO INVESTMENTS, LLC.

Firm Information

Britt Campbell is currently registered with Avior Wealth Management, LLC. Avior Wealth Management, LLC is a registered investment advisor headquartered in Omaha, Nebraska with over $5 billion in assets under management. The firm provides a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting. Avior Wealth Management serves a diverse clientele including high-net-worth individuals, corporations, pension plans, charitable organizations, and investment companies.
Avior Wealth Management, LLC

14301 FIRST NATIONAL BANK PARKWAY

OMAHA, NE 68154

$5.08B

Assets Under Management

12

Total Clients

55

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting

Investment consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Britt Campbell’s Registration & Firm History

NE

07/26/2011 - Present

Avior Wealth Management, LLC (OMAHA NE)

NE

11/16/2007 - 10/27/2015

PURSHE KAPLAN STERLING INVESTMENTS (OMAHA NE)

NE

12/13/2000 - 11/16/2007

WELLS FARGO INVESTMENTS, LLC (OMAHA NE)

MN

01/12/2001 - 08/23/2002

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

CA

05/23/2000 - 05/07/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

MN

05/03/2000 - 12/13/2000

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

NE

10/14/1999 - 05/05/2000

GWR INVESTMENTS, INC. (OMAHA NE)

Not sure if Britt Edward Campbell is right for you?

Licenses & Designations

IA

Issued 04/06/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Britt Edward Campbell.
Not sure if Britt Edward Campbell is right for you?