Unclaimed
Ian Douglas Campbell is a financial advisor with over 10 years of experience in the industry. Ian is currently registered with Alpha Capital Management Group LLC as an Investment Advisor Representative (IAR) in Colorado and Texas. Ian specializes in portfolio management for individuals and providing financial planning services. Prior to joining Alpha Capital Management Group LLC, Ian was an IAR with LPL Financial LLC and Wells Fargo Advisors, 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.
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
CO
07/27/2016 - Present
Alpha Capital Management Group LLC (DENVER CO)
CO
07/28/2015 - 01/11/2017
LPL FINANCIAL LLC (CENTENNIAL CO)
CO
03/14/2014 - 07/29/2015
WELLS FARGO ADVISORS, LLC (GLENDALE CO)
BOTH
Issued 04/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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