Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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
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)
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
Active
Inactive
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