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Alan Hughes Campbell

OPIS ADVISORS, INC.·BELL CANYON, California
Clean recordOPIS ADVISORS, INC.
30 HACKAMORE LANE, BELL CANYON, CA 91307-1065CRD# 39028Firm CRD# 134349

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Hughes Campbell · BELL CANYON, CA
Registration
CRD #39028 · OPIS ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alan Hughes Campbell is a registered financial advisor based in BELL CANYON, California, affiliated with OPIS ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
OPIS ADVISORS, INC.
OPIS ADVISORS, INC.
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at OPIS ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 39028
Firm CRD# 134349
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Hughes Campbell offer?
Alan Hughes Campbell specializes in Investment Management, Wealth Management. Contact their office in BELL CANYON, California for a consultation.
What are Alan Hughes Campbell's credentials?
Alan Hughes Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Hughes Campbell located?
Alan Hughes Campbell is based in BELL CANYON, California, working with OPIS ADVISORS, INC.. Their office serves clients in the BELL CANYON metropolitan area and surrounding communities.
How does Alan Hughes Campbell charge for services?
Alan Hughes Campbell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPIS ADVISORS, INC.?
OPIS ADVISORS, INC. has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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