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Ian Douglas Campbell

Alpha Capital Management Group LLC

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About Ian Douglas Campbell

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.

Firm Information

Ian Campbell is currently registered with Alpha Capital Management Group LLC. Alpha Capital Management Group LLC is a Denver, CO-based investment advisory firm with over $421 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alpha Capital Management Group LLC is also a participant in wrap fee programs.
Alpha Capital Management Group LLC

250 FILLMORE STREET

DENVER, CO 80206

$421.92M

Assets Under Management

Not reported

Total Clients

3

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Ian Campbell’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Douglas Campbell.
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